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
Estate Administration, Estate Planning, Estate Taxes IRS Valuation & Taxes – The Michael Jackson Examples Death and taxes; the two constants in life. There has been significant discussion in the past few years over the … August 23, 2013 2 MIN READ
Estate Planning, Estate Taxes Federal Estate Tax — Back on the Agenda? Earlier this week we touched on the fact that estate tax issues need to be on all New Yorkers’ radar … April 12, 2013 2 MIN READ
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 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
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, 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
Estate Planning, Estate Taxes, Financial Planning, Probate Potential Heir in Huguette Clark Case Dies During Inheritance Feud Timing is of critical importance with estate planning matters. Obviously a plan must be in place early enough to be … January 4, 2013 2 MIN READ