Estate Planning, Inheritance Trusts, Trusts Family Feuding Over High-Profile East Coast Cavern Dynasty Infighting over control of family assets is far from uncommon no matter the value of the holdings. History is replete … March 25, 2013 2 MIN READ
Blended Families Estate Planning, Trusts James Brown Estate Battle Rages On — Supreme Court Rejects Compromise The more assets that are at stake following a passing the higher the risk that others might pursue all available … February 28, 2013 2 MIN READ
Estate Planning, Financial Planning, Trusts Understanding How a Wealth Transfer Might Affect Insurance Advisor One shared a useful story this week that touches on an item commonly forgotten in wealth transfers including those … February 27, 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, Trusts Estate Planning with the Blended Family in Mind The birth of a child a soldier’s welcome home a wedding a graduation holiday festivities or even a birthday party … February 4, 2013 2 MIN READ
Estate Administration, Estate Planning, Trusts Passing on Digital Passwords After Death Over the past few years more and more attention has been paid to the value of “digital” assets and the … February 1, 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, Trusts End of Year Estate and Gift Tax Dilemma Only a few days remain in the year and most financial activity for 2012 has come to a close. However … December 26, 2012 2 MIN READ
Estate Planning, Estate Taxes, Trusts Fiscal Cliff Negotiations Move on to Estate Taxes The political wrangling to avoid the so-called “fiscal cliff” continued this week. Many different issues are all tied up in … December 20, 2012 2 MIN READ
