In the articles section you can find blogs that discuss all areas of Estate Planning. By going to the articles section and reading some of the blogs you are able to better educate yourself on the different products and concepts of estate planning.

Estate Planning includes:

  1. Planning for pass through of assets upon death,
  2. Planning for minors (Setting up guardianship designations or special needs trusts),
  3. Utilizing tax mitigation strategies (for example the current gift tax exemption),
  4. Creating a form of asset protection (from creditors and predators or as a form of marital asset protection),
  5. Setting up healthcare proxies ( giving someone your trust the ability to make healthcare decisions for you in the event you are unable to do it for yourself),
  6. Setting up Power of Attorney (enabling someone to make executive decisions regarding your assets and finances in the event you are unable to and it is necessary),
  7. Medicaid or Retirement Planning (Divesting yourself of assets to qualify for Medicaid or Government subsidies),
  8. End of life planning using living will or last directive (Indicating burial requests and tube feeding or resuscitation in the event it is necessary).

In the articles section we have gone ahead to make it easier for you to find the topic of interest by creating subcategories. Our goal is to make it simple and easy for people to come to our website in order to educate themselves about the different types of trusts for example Revocable Trusts and Irrevocable Trusts or Special Needs Trusts and Supplemental Needs Trusts.

In the articles section you will find the following subcategories:

Estate Planning

In this section you can find a broad stroke of articles/blogs covering all topics related to creating and understanding an estate plan.

Asset Protection

A very common concern for people with families or high risk professions for example doctors, lawyers, policemen, firemen, accountants and so on. Newlyweds seeking marital protection and people with large cash liquidity might also be worried about their exposure and seek asset Protection.

Elder Law

At some point in our lives we are done working and are ready to retire and want to know the best practices for retiring. Here you can learn about pass through of assets, divesting of assets and planning for your final days.

Estate Tax

Here you can learn about tax mitigation strategies.


Here you can learn about assigning guardianship for minors or assuming guardianship over a loved one who is mentally handicapped.

Living Trust

Everyone wants to plan for events while they are alive and not just after death learn more here.


What happens when someone dies or passes away with a Will.

Revocable Trust

Flexibility when it comes to planning.


The different types or forms of trusts and their uses.

Medicaid Trust

Planning for Medicaid and Retirement.

Special Needs Trust

Planning for people with disabilities.


Planning for pass-through of assets.

Will and Trust

Different uses of having both documents a Will and some form of Trust.

If you are shopping around or look for ways to vet an Estate planning Attorney/Lawyer and wish to better educate yourself on the topic the articles section is for you.

Living Trust

Time for You to Update Your Living Trust

5 Reasons for You to Update Your Living Trust When you have finally settled down on the couch after that meeting with your attorney, the last thing you want to talk about it updating your living trust. We know what you’re thinking. It’s hard enough getting around to creating an estate plan the first time…

Defining a trust in Estate Planning

What is a Trust?

Going Back to the Basics—What is a Trust? When we’re children, we look up to adults as a repository of knowledge. We listen to them because we think they know what they are doing. And we believe that one day something will click, and we will be as self-assured as all those adults around us.…

Estate Planning Advice for Same-Sex Couples

Advice for Same-Sex Couples

Estate Planning Advice for Same-Sex Couples in the Bronx When the revolutionary designer Gianni Versace died with a gunshot wound, his live-in partner was not given any part in his state. Everything Versace owned, including his brand name, was passed down to his blood relatives, and his domestic companion got nothing out of his rightful…

Beneficiary designating mistakes in Estate Planning

Mistakes to Avoid when Estate Planning

Estate Planning Mistakes People Make when Designating a Beneficiary If you are even slightly familiar with estate planning in the Bronx, you must have come across the term “probate”. This particular term is a reference to a legal procedure that is neither good nor bad. It may be helpful in some instances, but the general…

Digital Property Planning in Estate Planning

Estate Planning in the Digital Age

Estate Planning in the Digital Age— An Overview of Digital Assets It’s not an understatement to say that in this day and age, everything is at the mercy of a screen. With more and more people living their lives online, this is no longer a debate. We start our days by tapping into our online…

A will attorney in the Estate Planning

What Is A Will?

Going Back To The Basics – What Is A Will? The best estate planning tip in Manhattan that you can get is to create a last will and testament before it is too late. As one of the most important building blocks of an estate plan, this document can ensure your legacy is passed onto…



WHY DO I NEED AN ESTATE PLAN? Would you ask the same question about home insurance, if you are a home owner? Or would you ask this same question about car insurance, if you are a driver? The answer is you need one because it is an essential part of your affairs as an adult…