Asset Protection, Estate Planning, Wills What Is Testamentary Capacity SUBSTANTIVE PROOF NEEDED The issue of consent and state of mind touches upon perhaps some of the most personal and … April 23, 2016 2 MIN READ
Asset Protection, Estate Planning SPLIT ANNUITY FOR ESTATE PLANNING HYBRID PLANNING TOOL – COMPOUND INTEREST AND IMMEDIATE PAYOUT There are some retirement strategies that people engage in that have … April 21, 2016 2 MIN READ
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
