Estate Administration, Estate Planning, Wills GRATs and GRUTs If you have assets that will likely appreciate in value including property that provides income or stocks that demonstrate growth … April 6, 2017 2 MIN READ
Inheriting Partial Ownership Inheriting physical real estate such as a home or vacation cabin can be tricky to navigate. You have to consider … November 14, 2016 2 MIN READ
Asset Protection, Business Succession Life Insurance and Business Succession Planning Few people think about what will happen to their business after they die and therefore rarely put together a plan. … August 28, 2016 2 MIN READ
Estate Planning Back To Basics: Where To Keep Your Estate Plan You have finally done it; you took the necessary and important step to sit down and put together an estate … July 28, 2016 2 MIN READ
Asset Protection, Estate Planning Revoking Your New York Will People are taught to hang onto important documents. Every person is instructed to hold onto deeds mortgages bank records and … July 14, 2016 2 MIN READ
Estate Planning, Wills HOW TO HELP YOUR EXECUTOR CHOOSING THE RIGHT PERSON AND STEPS TO TAKE As noted in a previous blog being an executor of an … May 24, 2016 2 MIN READ
Estate Planning, Wills NEW YORK’S INTESTACY LAWS As was outlined in the most recent blog posting if you compare the costs and benefits of creating a will … May 9, 2016 2 MIN READ
Elder law estate planning CHARITABLE ROLLOVER OF RETIREMENT ACCOUNT DISTRIBUTION NON-TAXABLE DISTRIBUTION FROM IRA On December 18 2015 President Obama signed the Protecting Americans from Tax Hike (PATH) Act which made permanent among other … January 5, 2016 2 MIN READ
