Estate Planning, Trusts, Wills What Matters When Choosing an Executor? Understanding the specifics of the law is just one aspect of successful estate planning. Obviously it is critical that a … November 1, 2013 2 MIN READ
Estate Planning, Trusts Back to the Basics: Trusts Are Not Only For the Wealthy One of the biggest misconceptions about general estate planning is that a “trust” is something that only rich families need … October 31, 2013 2 MIN READ
Estate Planning, Trusts Mysterious Will Filed in New York Intestate Case Earlier this year we shared information about a $40 million New York inheritance that was destined to go entirely to … September 26, 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, Financial Planning, Trusts Inadequate Retirement Worries? – Tips to Boost Your Savings Retirement saving. Those two works often strike immediate fear and worry in the heart of New Yorkers. It is hard … September 5, 2013 2 MIN READ
Estate Planning, Trusts, Wills Issues with Family Vacation Homes Many New York families have vacation homes. While the reference often conjures up images of the super-wealthy wintering in palacial … August 19, 2013 2 MIN READ
Estate Planning, Gift tax, Trusts GRATs – A Good Idea in this Low Interest Rate Environment? A post over at Think Advisor last week provides some helpful insight into one financial and estate planning tool which … August 6, 2013 2 MIN READ
Estate Planning, Trusts Think Twice Before Disinheriting A Child Families are complicated. No matter how well intentioned virtually all family histories include some situations dynamics and incidents that cause … August 2, 2013 2 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 2 MIN READ
