Estate Planning, Trusts Using a “Life Estate” in a New York Estate Plan Property rights and rules are some of the most complex (and arcane) areas of the law. Of particular importance for … February 25, 2014 2 MIN READ
Estate Planning, Trusts Can Your Heirs Work Together? Creating a will and drafting trust documents are forms of “transactional law.” That means that unlike litigation the purpose is … February 21, 2014 2 MIN READ
Estate Planning Continuing Legal Hurdles for Same-Sex Couples Each day seemingly brings news of additional states that are joining New York in allowing same sex couples the right … February 18, 2014 2 MIN READ
Estate Planning, Estate Taxes Estate Battles the IRS – The Michael Jackson Example When most hear the phrase “estate battle” the mind immediately jumps to fighting between families. Sadly in the tumult of … February 11, 2014 2 MIN READ
Charitable Remainder Trusts, Estate Planning Federal Charitable Deduction Debate Continues In December we shared information on proposed changes at the federal level which might limit the tax-saving benefits of charitable … February 6, 2014 2 MIN READ
Estate Planning, Estate Taxes Clamor Continues Around State Estate Tax – Are Increased Exemptions Coming? The New York Times reported late last month on a growing trend across the country–discussions about lowering estate tax obligations … February 3, 2014 2 MIN READ
Estate Planning, Financial Planning Understanding Social Security Benefits for Seniors The words “Social Security” remain synonymous with retirement benefits for seniors. Earlier generations grew up with the understanding that Social … January 27, 2014 2 MIN READ
Estate Planning Do-It Yourself Estate Planning Problems: Transferring Real Estate There are some tasks where the “do-it-yourself” approach makes sense. This includes tightening a leaky pipe under the sink or … January 16, 2014 2 MIN READ
Estate Planning Disorganization & IRA Inheritances Many New Yorkers invest a sizeable portion of theirs assets into IRAs–retirement accounts to fund their golden years after their … January 15, 2014 2 MIN READ
