Estate Planning, Living Trusts Understanding the Superfund A 529 Account 529 ACCOUNTS Estate planning is the legal strategy by which one generation transfers wealth to the next which involves an … March 24, 2016 2 MIN READ
Asset Protection, Estate Planning, Living Trusts Money in IRA May Be Left Directly to Heirs ot to Trusts MONEY LEFT IN IRA AT TIME OF PASSING NOT SUBJECT TO NORMAL IRA RULES This blog previously discussed the Supreme … March 18, 2016 2 MIN READ
Estate Planning, Inheritance Trusts, Living Trusts Trust Modification in New York THE PROBLEM AND THE LAWS RESPONSE Sometimes when a person creates a trust they do not know all of the … March 9, 2016 2 MIN READ
Estate Planning, Living Trusts HOW REVOCABLE IS MY IRREVOCABLE TRUST IRREVOCABLE TRUSTS COSTS AND BENEFITS Trusts are valuable estate planning devices that allow for the transmission of wealth with lower … December 27, 2015 3 MIN READ
Asset Protection, Estate Planning, Inheritance Trusts, Living Trusts, Trusts The 3 Generation Rule – Legacies the Last You’ve built a nest egg after years of consistent work prudent planning strategic risk a lot of focus and a … June 26, 2013 3 MIN READ
Estate Planning, Living Trusts, Wills The DuPont Case Mental Illness and Wills Residents are often warned to complete their estate planning–wills and trusts–before it is “too late.” Most assume that the planning … April 26, 2013 2 MIN READ
Charitable Remainder Trusts, Estate Planning, Living Trusts Is the IRS Going to Crack Down on Non-Cash Charitable Deductions? Our estate planning attorneys often help New Yorkers create trusts that are used to pass on assets to charities. When … January 28, 2013 2 MIN READ
Charitable Remainder Trusts, Living Trusts, Trusts Estate Planning Values & Spirituality A perennial hot-button topic in estate planning and the creation of inheritance documents involves the passing on of personal values. … November 21, 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
