Estate Planning — New York State https://estatelawspecialists.net/ New York State estate planning by Morgan Legal Group Thu, 18 Jun 2026 20:32:29 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.6 https://estatelawspecialists.net/wp-content/uploads/2024/05/Legal-Network-Logo-150x150.png Estate Planning — New York State https://estatelawspecialists.net/ 32 32 What Is the New York Estate Tax Cliff (and How to Avoid It)? https://estatelawspecialists.net/what-is-the-new-york-estate-tax-cliff/ Thu, 18 Jun 2026 20:32:29 +0000 https://estatelawspecialists.net/what-is-the-new-york-estate-tax-cliff/ The New York estate tax cliff is a quirk in state law that can cost a family hundreds of thousands of dollars over a single dollar. Here is the short answer: for deaths in 2026, New York gives every estate a basic exclusion amount of $7,350,000. If your taxable estate stays at or below that […]

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]]> How Often Should You Update Your Estate Plan in New York? https://estatelawspecialists.net/how-often-should-you-update-your-estate-plan-in-ny/ Thu, 18 Jun 2026 20:32:29 +0000 https://estatelawspecialists.net/how-often-should-you-update-your-estate-plan-in-ny/ As a general rule, you should review your New York estate plan every three to five years, and immediately after any major life event — a marriage, divorce, birth, death, significant change in assets, or a move into or out of New York State. But the more important truth, and the one most “set it […]

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]]> Health Care Proxy vs. Power of Attorney in New York https://estatelawspecialists.net/health-care-proxy-vs-power-of-attorney-in-new-york/ Thu, 18 Jun 2026 20:32:29 +0000 https://estatelawspecialists.net/health-care-proxy-vs-power-of-attorney-in-new-york/ A Health Care Proxy and a Power of Attorney are two entirely different documents that solve two entirely different problems, and in New York you need both. A Health Care Proxy, governed by New York Public Health Law Article 29-C, appoints an agent to make medical decisions for you if you cannot make them yourself. […]

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]]> Estate Planning for Young Families in New York https://estatelawspecialists.net/estate-planning-for-young-families-in-new-york/ Thu, 18 Jun 2026 20:32:29 +0000 https://estatelawspecialists.net/estate-planning-for-young-families-in-new-york/ If you are a young family in New York, estate planning means building a coordinated set of legal documents — a will, one or more trusts, a durable power of attorney, and a health care proxy — that names a guardian for your minor children, controls how and when they inherit, and authorizes trusted adults […]

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]]> Estate Planning for Blended Families in New York https://estatelawspecialists.net/estate-planning-for-blended-families-in-new-york/ Thu, 18 Jun 2026 20:32:29 +0000 https://estatelawspecialists.net/estate-planning-for-blended-families-in-new-york/ Estate planning for a blended family in New York means building a coordinated set of legal documents — a will, one or more trusts, a durable power of attorney, and a health care proxy — that deliberately balances your current spouse’s security against your children’s inheritance, so that no one is accidentally disinherited and no […]

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]]> A New York Estate Planning Checklist for 2026 https://estatelawspecialists.net/a-new-york-estate-planning-checklist-for-2026/ Thu, 18 Jun 2026 20:32:29 +0000 https://estatelawspecialists.net/a-new-york-estate-planning-checklist-for-2026/ A complete New York estate plan for 2026 is not a single document — it is four coordinated instruments working together: a valid last will and testament, the right trust or trusts, a durable power of attorney, and a health care proxy. Built correctly, this set decides who inherits, who manages your affairs if you […]

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]]> Estate Planning for Non-Citizens in New York https://estatelawspecialists.net/estate-planning-for-non-citizens-in-new-york/ Tue, 14 Apr 2026 20:35:00 +0000 https://estatelawspecialists.net/estate-planning-for-non-citizens-in-new-york/ A plain-English guide to estate planning for non-citizens and green card holders in New York, covering wills, trusts, QDOTs, and the immigration overlap.

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