Estate Planning, Estate Taxes Estate Battles the IRS – The Michael Jackson Example When most hear the phrase “estate battle” the mind immediately jumps to fighting between families. Sadly in the tumult of … February 11, 2014 2 MIN READ
Estate Planning, Estate Taxes Clamor Continues Around State Estate Tax – Are Increased Exemptions Coming? The New York Times reported late last month on a growing trend across the country–discussions about lowering estate tax obligations … February 3, 2014 2 MIN READ
Estate Planning, Estate Taxes Favorable New York Estate Tax Laws on the Horizon? New York State known as one of the heavier tax-imposers in the country particularly when it comes to estate tax … January 13, 2014 2 MIN READ
Estate Planning, Estate Taxes, Trusts Gift Tax Benefits Expiring At End of Year? Timing is critical in estate planning for many reasons. Most obviously because plans are intended to help ease the burden … December 20, 2013 2 MIN READ
Estate Planning, Estate Taxes Would Changes to Charitable Tax Deductions Affect American Gifting? Many New York residents make charitable giving a part of their estate plan. Whether for estate tax benefits to pass … December 4, 2013 2 MIN READ
Estate Planning, Estate Taxes, Trusts New Decision on Valuation of New York LLC for Estate Tax Purposes Last month the United States tax court issues a decision in a case which caught the eye of many involved … December 2, 2013 2 MIN READ
Estate Planning, Estate Taxes Congressman on Future of Estate Tax At the beginning of 2013 a federal compromise was reached which seemed to put to rest the uncertainty surrounding the … November 27, 2013 2 MIN READ
Estate Planning, Estate Taxes, Trusts Tax Evasion Case – Hiding Inheritance from IRS One important purpose of estate planning is to ensure that as many assets as possible pass on to friends families … September 10, 2013 2 MIN READ
Estate Planning, Estate Taxes, Financial Planning How Does New York Stack Up for Retiree Taxes? Do you have enough money to retire? It is a questions that tens of thousands of New Yorkers ask themselves … August 26, 2013 2 MIN READ