Estate Planning Joint Spousal Trust NOT AS USEFUL BUT STILL GOOD TO HAVE This blog has explored the issues revolving around an ABC trust in … April 15, 2016 2 MIN READ
Asset Protection, Estate Planning Estate Planning for New York’s Estate Tax GOOD NEWS AND BAD NEWS Most people are aware that April 15 is tax day. That simply means that you … April 13, 2016 2 MIN READ
Asset Protection, Estate Planning How to Assure an Estate Battle HUGUETTE CLARK AS EXEMPLAR The last member of the gilded age passed away just a few years ago. Huguette Clark’s life … April 11, 2016 2 MIN READ
Estate Planning, Living Trusts What is a Crummey Trust STRANGE NAME GREAT CONCEPT A person is entitled to gift up to $14 000 per year without incurring any gift … April 7, 2016 2 MIN READ
Estate Planning, Estate Taxes GENERATION SKIPPING TRANSFER TAX SEEMINGLY COMPLICATED The Generation skipping transfer tax seems complicated to understand and it absolutely should only be dealt with by … April 5, 2016 2 MIN READ
Estate Planning, Estate Taxes GENERATION SKIPPING TRANSFER TAX SEEMINGLY COMPLICATED The Generation skipping transfer tax seems complicated to understand and it absolutely should only be dealt with by … April 5, 2016 2 MIN READ
Estate Planning, Wills THE CLAT – STRANGE NAME GREAT PLAN CHARITABLE LEAD ANNUITY TRUST There are many great estate planning strategies that allow a person to avoid or lower estate … March 28, 2016 2 MIN READ
Estate Planning, Living Trusts Understanding the Superfund A 529 Account 529 ACCOUNTS Estate planning is the legal strategy by which one generation transfers wealth to the next which involves an … March 24, 2016 2 MIN READ
Asset Protection, Estate Planning, Living Trusts Money in IRA May Be Left Directly to Heirs ot to Trusts MONEY LEFT IN IRA AT TIME OF PASSING NOT SUBJECT TO NORMAL IRA RULES This blog previously discussed the Supreme … March 18, 2016 2 MIN READ
