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
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
