Elder law estate planning, Estate Taxes In Elder Law Estate Planning There’s More Misinformation than Information Recently we came across an article by a syndicated columnist that claimed that if you put your house into an … July 16, 2025 2 MIN READ
Estate Taxes, The Santa Clause in Estate Planning — 2025 The current New York estate tax exemption stands at $7.16 million while the Federal exemption is at $13.99 million. While … January 11, 2025 2 MIN READ
Estate Planning, Estate Taxes, Medicaid Applications, Medicaid Asset Protection Trust Tax and Medicaid Law Changes for 2025 For 2025 the exemptions for estate taxes rise to $7.16 million for New York estate taxes and to $13.99 million … January 10, 2025 2 MIN READ
Death Taxes, Estate Taxes, Gift tax, Medicaid Planning, Medicaid Trusts Tax and Medicaid Law Changes for 2024 For 2024 the exemptions for estate taxes rise to 6.94 million for New York estate taxes and to 13.61 million … January 18, 2024 2 MIN READ
Death Taxes, Estate Taxes, Inheritance Trusts Capital Gains Tax Tips Your “basis” for calculating capital gains taxes is what you paid for the stock or the real estate. For real … September 22, 2022 2 MIN READ
Estate Planning, Estate Taxes The Value of Revising Your Estate Plan You should strive to review your estate plans every few years. While it might not seem like it many events … July 7, 2022 2 MIN READ
Estate Planning, Estate Taxes Taking Advantage of the Estate Tax Portability Provision The estate tax exemption is slated to return to $5 million in 2026. For married individuals the exemption is considered … July 5, 2022 2 MIN READ
Estate Planning, Estate Taxes What to Know About New York’s Estate Tax Cliff New York’s estate tax cliff can lead to heirs in the state paying estate tax at a rate that surpasses … April 18, 2022 2 MIN READ
Estate Administration, Estate Planning, Estate Taxes, Irrevocable Life Insurance Trust A Quick Guide to Reverse Estate Planning Estate planning relies on a countless number of assumptions. One assumption is that assets only flow in one direction: from … April 10, 2022 2 MIN READ
