The SECURE Act Changed IRA Inheritance Rules. Does Your Trust Still Work?
Your IRA trust may need a 2026 review. Learn how SECURE Act rules, taxes, and beneficiary designations can affect your family’s inheritance.
Is a Will Enough? What Your Estate Plan Still Needs
Is a will enough? Learn what your estate plan may still be missing, including beneficiary designations, trust funding, incapacity documents, and reviews.
Divorce? 4 Estate Planning Documents You Need to Review
Divorce can change your future, and your estate plan should change with it. Learn which four important documents you may need to review.
Your Child Is 18. Can You Still Make Medical Decisions for Them in New York?
When your child turns 18, your legal authority changes. Learn which New York documents can help you stay informed during a medical crisis.
What Happens If You Become Incapacitated Without an Estate Plan?
Learn how guardianship works, when it becomes necessary, and how proper estate planning may help your family avoid costly court proceedings.