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
Estate Planning Estate and Financial Planning Difficulties with Same-Sex Divorce Earlier this year the Supreme Court’s Decision in Windsor v. U.S. allowed same-sex couples to receive the same federal benefits … October 18, 2013 2 MIN READ
Estate Planning, Wills Criminal Charges for New York Estate Executor You have probably heard the term “Executor.” Under New York law this is the name given to the person (or … October 16, 2013 2 MIN READ
Estate Planning Tragic New York Murder Case Inheritance & “Son of Sam” Laws What happens if someone who intentionally causes a death is due to inherit from the person who died? Is the … October 9, 2013 2 MIN READ
Estate Planning, Gift tax Will The Government Shutdown Affect Your Estate Planning? News this week is dominated by one topic: the federal government shutdown. Like most others you may be wondering how … October 3, 2013 2 MIN READ
Estate Planning, Trusts Mysterious Will Filed in New York Intestate Case Earlier this year we shared information about a $40 million New York inheritance that was destined to go entirely to … September 26, 2013 2 MIN READ
Estate Planning, Financial Planning Financial Advisors Discuss Ways to Save on Increased Capital Gains Taxes Many New Yorkers know that as part of the federal tax package compromise that was passed on January 1st of … September 19, 2013 2 MIN READ
Estate Planning, Estate Taxes, Trusts Tax Evasion Case – Hiding Inheritance from IRS One important purpose of estate planning is to ensure that as many assets as possible pass on to friends families … September 10, 2013 2 MIN READ