Estate Planning Filing Taxes After Death Most discussion about taxes and death involve the “estate tax.” This is a tax imposed on certain assets usually given … May 3, 2012 2 MIN READ
Estate Planning Auction of Calder Sculptures Example of How Art Can be Handled at Death Well-known architect and designer Eliot Noyes died thirty five years ago in 1977. Some of his prized possessions were large … May 1, 2012 2 MIN READ
Estate Planning Beneficiary Designations and Asset Titles – Simple But Crucial Planning Issues One of the most common estate planning mistakes is failure to change names on the title of assets and beneficiary … April 27, 2012 2 MIN READ
Estate Planning, Living Trusts, Trusts Mike Wallace’s Passing Reminder of Planning Needs for Dementia Dementia refers to the loss of cognitive ability to a degree beyond what is expected from normal aging. It is … April 13, 2012 2 MIN READ
Estate Planning, Wills The Complex Issues of Disinheritance Delineating what family members friends and charities will inherit after one’s death is a large part of New York estate … April 10, 2012 2 MIN READ
Business Succession, Estate Planning Farm Families Reminded of Need for Estate Planning to Smooth Transition to Next Generation Over the past few months there has been a surge in awareness efforts by agricultural publications around the need for … April 6, 2012 2 MIN READ
Estate Planning Mental Capacity Issues in Estate Planning Fights “Lawsuit-proofing” an estate is a common goal in estate planning. Of course this refers to use of strategies and tools … April 2, 2012 2 MIN READ
Estate Planning, Financial Planning, Inheritance Trusts Increase in Blended Families Cited For Causing “Uglier” Estate Fights The world is a different place today than it was in 1950. Several decades ago the vast majority of families … March 19, 2012 2 MIN READ
Estate Administration, Estate Planning, Financial Planning DOMA Developments May Have Implications for Married Same-Sex New York Couples The Defense of Marriage Act (DOMA) is a federal law passed in 1996 that defines marriage for federal purposes as … March 9, 2012 2 MIN READ