Estate Planning, Estate Taxes Would Changes to Charitable Tax Deductions Affect American Gifting? Many New York residents make charitable giving a part of their estate plan. Whether for estate tax benefits to pass … December 4, 2013 2 MIN READ
Estate Planning, Estate Taxes, Trusts New Decision on Valuation of New York LLC for Estate Tax Purposes Last month the United States tax court issues a decision in a case which caught the eye of many involved … December 2, 2013 2 MIN READ
Estate Planning, Estate Taxes Congressman on Future of Estate Tax At the beginning of 2013 a federal compromise was reached which seemed to put to rest the uncertainty surrounding the … November 27, 2013 2 MIN READ
Estate Planning, Wills Does Dementia Affect the Validity of a Will? If a family is dragged into a drawn-out court battle over an estate planning issue chances are it is a … November 14, 2013 2 MIN READ
Estate Planning Many Same-Sex Couples Still Need to Update Plans Post-DOMA As we have mentioned many times before in June of 2013 the Supreme Court’s decision regarding the Defense of Marriage … November 7, 2013 2 MIN READ
Estate Planning Inherited Property & First Time Homebuyer Credit Estate planning can seem like a simple process–but usually only when it works as intended. A well-designed plan can make … November 4, 2013 2 MIN READ
Estate Planning, Trusts, Wills What Matters When Choosing an Executor? Understanding the specifics of the law is just one aspect of successful estate planning. Obviously it is critical that a … November 1, 2013 2 MIN READ
Estate Planning, Trusts Back to the Basics: Trusts Are Not Only For the Wealthy One of the biggest misconceptions about general estate planning is that a “trust” is something that only rich families need … October 31, 2013 2 MIN READ
Estate Planning, Power of Attorney, Wills Deathbed Planning: In the Face of Serious Illness Most estate planning advice stories include one theme over and over–plan early and update consistently. Because no one know what … October 25, 2013 2 MIN READ
