Trust vs. Will: Which Do You Need?
Compare trusts and wills under New York law (EPTL) and learn which tool fits your family, your assets, and Surrogate’s Court realities.
ESTATE PLANNING
Compare trusts and wills under New York law (EPTL) and learn which tool fits your family, your assets, and Surrogate’s Court realities.
Compare strategies for the NY Medicaid 5-year look-back, from irrevocable trusts to gifting, and learn how to protect assets from nursing home costs.
Compare New York’s estate tax with the federal estate tax — the 2026 NY $7.35M exclusion, the cliff at $7,717,500, and how families reduce exposure.
Single in New York? Compare wills, trusts, and proxies so the right people, not default heirs, inherit and decide. Avoid intestacy under EPTL and SCPA.
Compare how to name a guardian for your minor children in New York, from your will to standby guardianship, and avoid leaving the choice to a judge.
Family member, friend, or corporate trustee? Compare the three options for your New York EPTL Art. 7 trust and avoid Surrogate’s Court conflict.

Compare buy-sell agreements, trusts, and wills for New York business owners. Plan succession, manage NY estate tax, and avoid Surrogate’s Court disruption.
Compare guardianship, wills, and trusts for young New York families. Name guardians, protect kids, and avoid intestacy under EPTL and Surrogate’s Court rules.
Photos, crypto, email, accounts. Compare how New Yorkers can pass digital assets, from will provisions to RUFADAA authorizations.
Joint tenancy seems easy, but it carries real risks for New Yorkers. Compare joint ownership against trusts and beneficiary designations.
Unmarried in New York? Compare wills, trusts, and proxies to protect a partner the law ignores. NY has no common-law marriage; intestacy excludes partners.
Compare New York’s health care proxy, living will, and MOLST under PHL Article 29-C — and learn which advance directive each job needs.
Beneficiary forms override your NY will. Compare per stirpes vs per capita, naming individuals vs trusts, and avoid the Surrogate’s Court trap.
Compare NY gifting strategies to shrink your taxable estate under the 2026 $7.35M exclusion and avoid the cliff. A New York estate planning guide.
Compare executor options for your New York will, from family members to professionals, and learn what Surrogate’s Court expects before you decide.

Compare wills, QTIP trusts, and beneficiary tools for New York blended families. Protect a spouse and children under EPTL and Surrogate’s Court rules.
A New York comparison of the real ways to skip Surrogate’s Court probate — trusts, joint title, and beneficiary designations — with their trade-offs.
Bequest, charitable trust, or beneficiary designation? Compare ways New Yorkers can give to charity while managing estate tax exposure.
Compare first-party vs. third-party special needs trusts under NY EPTL 7-1.12, and learn how to provide for a disabled loved one without losing benefits.
Compare a NY durable power of attorney with guardianship and joint accounts under GOL §5-1513 — and why the POA is the better safeguard.