Estate Planning, Estate Taxes Don’t Forget: There is a New York Estate Tax on Top of Federal Tax Much discussion at the end of last year dealt with the estate tax. As federal officials groped for a compromise … April 10, 2013 2 MIN READ
Estate Administration, Estate Planning, Wills Washington Post Article on Family Struggles in Dividing Up Assets A recent Washington Post article discussed the lethal combination of family and finances. The author recounts how even the most … April 5, 2013 2 MIN READ
Estate Planning, Trusts Effect of Presidential Budget on Estate Planning Nothing about the law is every entirely static. Obviously legal rules and principles change over time. However some practice areas … March 29, 2013 2 MIN READ
Estate Planning, Inheritance Trusts, Trusts Family Feuding Over High-Profile East Coast Cavern Dynasty Infighting over control of family assets is far from uncommon no matter the value of the holdings. History is replete … March 25, 2013 2 MIN READ
Estate Planning, Financial Planning Becoming a “Paradigm” of Financial Health Money is always at the top (or near it) of lists describing issues that most commonly bring stress into our … March 21, 2013 2 MIN READ
Estate Planning Family Offers Example of Need for Clear End of Life Planning As with all aspects of estate planning one of the biggest mistakes that families continue to make is assuming that … March 15, 2013 2 MIN READ
Blended Families Estate Planning, Estate Planning Fighting to Care for the Ailing Zsa Zsa Gabor It is often argued that estate planning is necessary to prevent family feuding in the aftermath of a passing. Disagreements … March 11, 2013 2 MIN READ
Estate Planning, Estate Taxes DOMA Case Update: Amicus Briefs Mount in New York Couple’s Case We have frequently discussed the federal law known as the Defense of Marriage Act. Passed in 1996 the law essentially … March 7, 2013 2 MIN READ
Estate Planning, Financial Planning, Trusts Understanding How a Wealth Transfer Might Affect Insurance Advisor One shared a useful story this week that touches on an item commonly forgotten in wealth transfers including those … February 27, 2013 2 MIN READ
