Asset Protection, Estate Planning IRS Art Advisory Panel GOVERNMENT HAS BEST AT HAND – FOR FREE Whenever a taxpayer submits tax documents that deal with a work of … March 14, 2016 2 MIN READ
Estate Planning, Inheritance Trusts, Living Trusts Trust Modification in New York THE PROBLEM AND THE LAWS RESPONSE Sometimes when a person creates a trust they do not know all of the … March 9, 2016 2 MIN READ
Asset Protection, Estate Planning, Probate Wrongful Death Lawsuit as Part of Probate Estate PROBATE IS UNAVOIDABLE It is a fact of life that we can never plan for the worse case scenario and … March 7, 2016 2 MIN READ
Estate Planning, Wills What Happens in My Heir Passes Away Before Me? NEW YORK ANTI-LAPSE STATUTE This blog previously discussed what happens if an heir passes away simultaneous with a testator and … March 2, 2016 3 MIN READ
Asset Protection, Estate Planning INHERITANCE RIGHTS OF ADOPTIVE CHILDREN NOT CUT OFF FROM BIOLOGICAL PARENTS IN EVERY CASE It is not unheard of for adoptive children to seek out … February 29, 2016 3 MIN READ
Asset Protection, Estate Planning INHERITING A ROTH IRA ACCOUNT ROTH IRA ACCOUNTS ARE FUNDAMENTALLY DIFFERENT This blog explored the topic of inheriting an individual retirement account (IRA) in a … February 17, 2016 3 MIN READ
Asset Protection, Estate Planning BACK TO THE BASICS – INHERITING AN IRA STILL TAXABLE Death and taxes the old saying goes are the only two things in life that are guaranteed. Taxes … February 15, 2016 2 MIN READ
Asset Protection, Estate Planning How to Wrap Up the Affairs of a Special Needs Trust? TRUST SETTLOR GIVES UP CONTROL When a settlor creates a trust he/she passes title of the property or asset to … February 13, 2016 3 MIN READ
Asset Protection, Estate Planning Understanding Celebrity Bonds DAVID BOWIE BONDS As the world learned David Bowie passed away on January 10 2016. Mr. Bowie was always … February 11, 2016 3 MIN READ
