PODCAST2026 Trends Video Special – Top 5 Estate Planning Trends for the New Year
What's on the horizon for estate planning in 2026?
In this special video episode filmed at Woods Oviatt Gilman's annual holiday party, Dave Shaffer and Caroline Cercone look ahead to the estate planning trends they anticipate will shape the year ahead. With references to Back to the Future, Frank Sinatra, and even flying cars, this conversation takes a fun yet practical look at what New York residents need to know as they navigate estate planning in 2026.
Dave and Caroline explore five key trends—from New York-specific tax strategies and strategic gifting approaches to asset protection planning and the growing importance of managing your digital legacy. Whether you're concerned about state estate taxes, protecting assets for the next generation, or ensuring your cryptocurrency and online accounts are properly handled, this episode offers a roadmap for the year ahead.