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
Charitable Remainder Trusts, Estate Planning, Estate Taxes, Trusts E-Planning: Estate Planning in our Digital World Like it or not our world is infatuated with technology. Smartphones conduct intercontinental transactions. Friends across the country communicate through … February 6, 2013 2 MIN READ
Estate Planning, Trusts Estate Planning with the Blended Family in Mind The birth of a child a soldier’s welcome home a wedding a graduation holiday festivities or even a birthday party … February 4, 2013 2 MIN READ
Estate Administration, Estate Planning, Trusts Passing on Digital Passwords After Death Over the past few years more and more attention has been paid to the value of “digital” assets and the … February 1, 2013 2 MIN READ
Estate Planning, Estate Taxes, Trusts Trusting Kids with Large Inheritances Remains a Challenge One of the most common concerns that parents have when creating an estate plan in New York is worrying about … January 30, 2013 2 MIN READ
