News & Resources

Estate planning for married couples often begins with one important question: Should we create a joint trust or two separate trusts? The answer depends on your financial situation, state laws, and long-term goals....

When a loved one passes away, settling their estate can be one of the most emotional and complicated experiences a family faces. Even when a will is in place, dividing property among heirs isn’t always simple — especially

Trusts are among the most powerful tools in estate planning — but they also create some of the most misunderstood tax consequences. Understanding how trusts are taxed can make the difference between a smooth estate plan and

If you find yourself in the unsettling situation of not being able to locate the trust document for a trust that should exist (or is reported to exist) under New York law, you’re not alone. It happens more often than many...

When you create a revocable living trust, one of the most important decisions you’ll make is who will serve as your successor trustee — the person who steps in to manage your trust if you become incapacitated or after you