Estate Planning — New York State https://estatelaw-solutions.com/ New York State estate planning by Morgan Legal Group Thu, 18 Jun 2026 20:28:46 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.6 https://estatelaw-solutions.com/wp-content/uploads/2024/05/Legal-Network-Logo-150x150.png Estate Planning — New York State https://estatelaw-solutions.com/ 32 32 What Is the New York Estate Tax Cliff (and How to Avoid It)? https://estatelaw-solutions.com/what-is-the-new-york-estate-tax-cliff/ Thu, 18 Jun 2026 20:28:46 +0000 https://estatelaw-solutions.com/what-is-the-new-york-estate-tax-cliff/ The New York estate tax “cliff” is a trap built into state law: if your taxable estate exceeds the basic exclusion amount by more than 5%, you do not just pay tax on the excess — you lose the entire exemption and your estate is taxed from the very first dollar. For deaths in 2026, […]

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]]> What Documents Belong in a Complete New York Estate Plan? https://estatelaw-solutions.com/what-documents-are-in-a-complete-new-york-estate-plan/ Thu, 18 Jun 2026 20:28:46 +0000 https://estatelaw-solutions.com/what-documents-are-in-a-complete-new-york-estate-plan/ A complete New York estate plan is built from four coordinated documents working together: a last will and testament, one or more trusts, a durable power of attorney, and a health care proxy. Each one solves a different problem — who inherits, what avoids probate, who manages your money if you cannot, and who makes […]

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]]> How to Avoid Probate in New York https://estatelaw-solutions.com/how-to-avoid-probate-in-new-york/ Thu, 18 Jun 2026 20:28:46 +0000 https://estatelaw-solutions.com/how-to-avoid-probate-in-new-york/ The most reliable way to avoid probate in New York is to make sure your assets never have to pass through your will in the first place — and the cleanest way to do that is a funded revocable living trust under EPTL Article 7, paired with beneficiary designations, joint ownership where appropriate, and a […]

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]]> Estate Planning for Young Families in New York https://estatelaw-solutions.com/estate-planning-for-young-families-in-new-york/ Thu, 18 Jun 2026 20:28:45 +0000 https://estatelaw-solutions.com/estate-planning-for-young-families-in-new-york/ If you are a young New York family, estate planning is the process of putting four coordinated legal tools in place — a will, one or more trusts, a durable power of attorney, and a health care proxy — so that, if you become incapacitated or die unexpectedly, a person you chose raises your children, […]

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]]> Estate Planning for Blended Families in New York https://estatelaw-solutions.com/estate-planning-for-blended-families-in-new-york/ Thu, 18 Jun 2026 20:28:45 +0000 https://estatelaw-solutions.com/estate-planning-for-blended-families-in-new-york/ If you are part of a blended family in New York — a second marriage, stepchildren, children from a prior relationship, or “yours, mine, and ours” — the single most important estate-planning decision you can make is to stop relying on a simple will and start using coordinated trusts. A bare-bones will leaves your assets […]

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]]> Do I Need a Trust or Just a Will in New York? https://estatelaw-solutions.com/do-i-need-a-trust-or-just-a-will-in-new-york/ Thu, 18 Jun 2026 20:28:45 +0000 https://estatelaw-solutions.com/do-i-need-a-trust-or-just-a-will-in-new-york/ The short, solutions-oriented answer: most New Yorkers need a will, and many also benefit from a trust — but they solve different problems, and the right choice depends on the outcomes you want. A will directs who inherits and names a guardian for minor children, but it must pass through probate. A revocable living trust […]

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]]> Cross-Border Estate Planning for New York Families https://estatelaw-solutions.com/cross-border-estate-planning-for-new-york-families/ Tue, 10 Mar 2026 03:52:00 +0000 https://estatelaw-solutions.com/cross-border-estate-planning-for-new-york-families/ A cost-and-timeline guide to cross-border estate planning for New York immigrant families with overseas assets, non-citizen spouses, and foreign heirs.

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