Charitable Remainder Trusts, Estate Planning What is “Donor Intent” & How Does It Affect a NY Estate Plan Charity is an important part of an estate plan for New York families. Many residents have important causes that symbolize … April 22, 2014 2 MIN READ
Estate Administration, Estate Planning, Wills Undue Influence in NY & Pressuring Vulnerable Seniors Family feuding is all too common and finances are often at the root. One argument often made in legal cases … April 21, 2014 2 MIN READ
Asset Protection, Estate Planning, Planning for Disability, Special Needs Trust Back to the Basics: First vs. Third Party Special Needs Trusts in NY Families throughout New York who have children with disabilities are frequently questioning how to best provide for their children’s needs–both … April 18, 2014 2 MIN READ
Estate Planning, Wills The Power of Legacy – Could a Will have Prevented WWII? Life is about far more than the accumulation of material wealth. Working hard and collecting valuables to enjoy and pass … April 11, 2014 2 MIN READ
Estate Planning, Estate Taxes, Trusts Developments with the New York Estate Tax We often discuss the importance for local families to account for the New York estate tax. Far more media coverage … April 9, 2014 2 MIN READ
Estate Planning, Financial Planning April is Financial Literacy Month – Plan for Your Future In the spirit of raising awareness of sound money management April is officially deemed “National Financial Literacy Month.” The U.S. … April 8, 2014 2 MIN READ
Estate Planning, Trusts Do Not Act Too Quickly After a Passing Much of estate planning involves preparations that can streamline matters in the aftermath of a death. The probate process can … April 2, 2014 2 MIN READ
Estate Planning, Estate Taxes Federal Estate Tax “Portability” – Should It Always Be Used? The idea of “portability” is an important part of many estate plans. Portability is technically an informal word referring to … March 27, 2014 2 MIN READ
Estate Planning, Trusts, Wills Don’t Leave Your Planning Up to a Coin Toss A headline-grabbing story last week in the New York Post offers a good reminder of the need to be crystal … March 25, 2014 2 MIN READ
