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Revisiting Your Estate Plan: Practical Scenarios for Retirees

Retirement today is more about reinvention than rest, but longer lifespans and evolving financial realities mean your original estate plan may no longer fit your journey. This guide explores how to align your legal and financial documents with your current lifestyle to ensure your legacy remains secure throughout your next chapter.

How to Make Your Inheritance Last

Receiving an inheritance, whether large or small, often comes with a wide range of emotions, from the grief of losing a loved one to the hope and excitement about the possibilities the inheritance may create. According to Northwestern Mutual’s 2025 Planning & Progress study, over half (57 percent) of Americans who expect to receive an […]

Why Retirement Is the Right Time to Revisit Your Estate Plan

Retirement can mean many things to different people. For some, it opens a new world of travel, experiences, and creative pursuits. For others, it may herald quiet days at home with a good book, a steaming mug of tea or coffee, and no other plans for weeks. Between those extremes, there are countless ways to […]

Your Legacy in Living Color

There is a famous scene in The Wizard of Oz where Dorothy steps into the magical Land of Oz and is transported from a black-and-white world to a Technicolor one. The phrase in living color originates from TV and film advertising in the mid-20th century, when black-and-white imagery was standard and color television was a […]

Avoid Living Probate: How to Keep Guardians and Conservators Out of Your Estate

While many proactive individuals understand the importance of a comprehensive estate plan, they often assume it addresses only what happens after they pass away. However, a comprehensive estate plan is also meant to improve your life by planning for and providing the protections you need while you are still alive. Planning for Incapacity Incapacity—the inability […]

Does my Spouse’s Citizenship Affect my Estate?

Noncitizen spouses are treated differently from U.S. citizen spouses for estate and gift tax purposes.1 They do not get unlimited marital deduction. Married US citizen spouses can generally transfer unlimited amounts of money between each other during life or upon death in various qualifying ways with no gift or estate tax concerns. This unlimited marital […]

Is the New York Death Tax Expanding? What You Need to Know

Last week, Mayor Mamdani presented a proposal to New York State lawmakers and Governor Hochul to raise $5.4 billion for a city budget deficit for the fiscal year beginning July 1, 2026. Part of the proposal is to expand the Death Tax, otherwise known as the Estate Tax, to any New Yorker who passes with […]

New York Medical Aid in Dying Act (S.138/A.136) Summary & Practitioner Guide

Purpose This memo provides a clear, client‑friendly summary of New York’s newly enacted Medical Aid in Dying Act, highlights key requirements and timelines, and offers a practical checklist. New York becomes the 13th State. DC is included. Executive Summary Overview of the Act The Act authorizes a narrow, highly regulated pathway for mentally capable, terminally […]

Why Receiving an Inheritance Changes Your Estate Plan

Receiving an inheritance can be a meaningful and transformative experience, but it can also create challenges if not handled thoughtfully. Without a clear plan, an inheritor may struggle to manage newly acquired assets, face creditor or tax issues, or lack the financial experience needed to preserve and grow what was left to them. A well-designed […]

Estate Planning as a Love Language: Protecting Those Who Depend on You

We all have different ways of giving and receiving love, and those preferences can reveal a great deal about us. You may be the type who expresses love with words, telling people you care about them or writing carefully worded messages when someone needs encouragement. Or maybe you prefer physical affection, such as hugging and […]

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Recent Posts

Revisiting Your Estate Plan: Practical Scenarios for Retirees

How to Make Your Inheritance Last

Why Retirement Is the Right Time to Revisit Your Estate Plan

Your Legacy in Living Color

Avoid Living Probate: How to Keep Guardians and Conservators Out of Your Estate

Does my Spouse’s Citizenship Affect my Estate?

Is the New York Death Tax Expanding? What You Need to Know

New York Medical Aid in Dying Act (S.138/A.136) Summary & Practitioner Guide

Why Receiving an Inheritance Changes Your Estate Plan

Estate Planning as a Love Language: Protecting Those Who Depend on You

1 2 3 … 83 Next »