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
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
