Estate Planning, Trusts Why Consider a Special Needs Trust? Supplemental Needs Trusts (also called Special Needs Trusts) have become fairly popular in recent years. These trusts are designed to … July 28, 2015 2 MIN READ
Estate Planning, Trusts Back to the Basics – Moving after Retirement Retirees are acutely aware of the future and they have usually spent between thirty and forty years saving up for … June 24, 2015 2 MIN READ
Estate Planning, Trusts Virtual Representation of Minors and Beneficiaries While parents make the vast majority of decisions for their children it comes as a surprise to many that they … May 29, 2015 2 MIN READ
Estate Planning, Trusts Who Should Run the Family Trust? When a trust is created most often the creator turns to a trusted friend relative or confidant to oversee it. … February 4, 2015 2 MIN READ
Estate Administration, Estate Planning, Trusts, Wills Back to the Basics: What is the Difference Between Revocable and Irrevocable Trusts? While many New York residents familiar with and have an existing will in place in the event of their death … May 1, 2014 2 MIN READ
Estate Planning, Estate Taxes, Trusts Developments with the New York Estate Tax We often discuss the importance for local families to account for the New York estate tax. Far more media coverage … April 9, 2014 2 MIN READ
Estate Planning, Trusts Do Not Act Too Quickly After a Passing Much of estate planning involves preparations that can streamline matters in the aftermath of a death. The probate process can … April 2, 2014 2 MIN READ
Estate Planning, Trusts, Wills Don’t Leave Your Planning Up to a Coin Toss A headline-grabbing story last week in the New York Post offers a good reminder of the need to be crystal … March 25, 2014 2 MIN READ
Estate Planning, Trusts, Wills Marriage Matters – A Reminder of the Tax Benefit Earlier this week we discussed the tragic death of New York actor Philip Seymour Hoffman. There are many estate planning … February 28, 2014 2 MIN READ