Estate Administration, Estate Planning, Estate Taxes IRS Valuation & Taxes – The Michael Jackson Examples Death and taxes; the two constants in life. There has been significant discussion in the past few years over the … August 23, 2013 2 MIN READ
Estate Planning, Financial Planning DOMA Ruling & Retirement for Same Sex Couples Much discussion around the Windsor case that struck down DOMA dealt with the estate tax. As a result of the … August 21, 2013 2 MIN READ
Estate Planning, Trusts, Wills Issues with Family Vacation Homes Many New York families have vacation homes. While the reference often conjures up images of the super-wealthy wintering in palacial … August 19, 2013 2 MIN READ
Asset Protection, Blended Families Estate Planning, Estate Planning Reminder: More Estate Planning Opportunities for Couples After Windsor v U.S. A JDSupra post from last month offers a helpful reminder of the changing legal landscape for New York same sex … August 14, 2013 2 MIN READ
Estate Planning, Wills Children on Famed Football Coach Challenge Will The State recently reported on another “will contest” involving a well-known South Carolina family. The story is an example of … August 12, 2013 2 MIN READ
Estate Planning, Wills Adding Candidates & Political Parties to Your Estate Plan How should you decide who you should name as beneficiaries in your estate planning documents? For many the answer is … August 8, 2013 2 MIN READ
Estate Planning, Financial Planning Taxes & Withdrawal From Retirement Accounts Planning for retirement is rarely a simple task. For one thing a resident must carefully ask the basic question: How … August 7, 2013 2 MIN READ
Estate Planning, Gift tax, Trusts GRATs – A Good Idea in this Low Interest Rate Environment? A post over at Think Advisor last week provides some helpful insight into one financial and estate planning tool which … August 6, 2013 2 MIN READ
Estate Planning, Trusts Think Twice Before Disinheriting A Child Families are complicated. No matter how well intentioned virtually all family histories include some situations dynamics and incidents that cause … August 2, 2013 2 MIN READ
