Protecting Westchester Families Through Every Stage of Life
We help Westchester County families plan ahead with wills, trusts, and powers of attorney, and guide them through probate, Surrogate's Court, and New York estate tax when the time comes.
New York Estate Tax: What Westchester Families Must Know
New York imposes its own estate tax with a 2026 exemption of $7,350,000, and a dangerous "cliff" that can eliminate the entire exemption for estates just slightly above the threshold.
Westchester Estate Law: Complete Coverage
In-depth guides on every area of New York estate and probate law.
Estate Planning
Wills, trusts, powers of attorney, health care proxies, and strategies for protecting your family under New York law.
Explore Guide →Estate Tax & Financial Planning
New York estate tax rates, the cliff, portability, lifetime gifting strategies, and credit shelter trust planning.
Explore Guide →Probate & Estate Administration
Step-by-step probate in Westchester County, executor duties, letters testamentary, and closing an estate.
Explore Guide →Guardianship
Article 17 and 17-A guardianships in Surrogate's Court, Article 81 proceedings, and alternatives to guardianship.
Explore Guide →Trust Administration & Disputes
Trustee duties, accountings, breach of fiduciary duty, trust modification, and trust decanting under New York law.
Explore Guide →Surrogate's Court
Filing procedures, e-filing via NYSCEF, the Westchester calendar, fees, and local practice before Surrogate Sall.
Explore Guide →Resources & Education
New York intestacy chart, estate planning checklist, searchable glossary, interactive quiz, and answers to common estate planning questions.
Explore Guide →Serving Families Across Westchester County
Guidance for residents of White Plains, Scarsdale, Bronxville, Rye, Chappaqua, Larchmont, New Rochelle, Yonkers, Mount Kisco, Tarrytown, Pleasantville, Ossining, Mamaroneck, Harrison, and surrounding communities.