Estate Planning What’s In a Name? Publicity Rights of Deceased Celebrities What’s In a Name Depends on Who You Are. It Could Be Hundreds of Millions According to the IRS … June 13, 2016 3 MIN READ
Estate Planning Back to Basics: No Contest Clause in New York Wills One of the many goals of estate planning is to limit the amount of fighting that will occur once a … June 10, 2016 2 MIN READ
Estate Planning New York’s Family Health Care Decisions Act In a previous post about healthcare and end of life decision making we discussed the importance of the election of … June 7, 2016 2 MIN READ
Long Term Care Planning, Trust Transfers/Gifts Health Care Proxy: What is Their Role in my Health Care Decisionmaking? End of life planning can be a very daunting task and is one many individuals do not want to face … June 6, 2016 2 MIN READ
Estate Planning, Estate Taxes, Wills Protecting Your Individual Retirement Account from Creditors STATE SPECIFIC PROTECTIONS The current aggregate value of retirement assets in America is roughly $21 trillion with individual retirement accounts … June 4, 2016 2 MIN READ
Estate Planning, Living Trusts PROPOSALS TO LIMIT THE GENERATION SKIPPING TRANSFER TAX EXEMPTION PROPOSAL TO MOVE BACK TO PREVIOUS TRUST LAWS As this blog discussed in the recent past dynasty trusts are trusts … June 1, 2016 2 MIN READ
Asset Protection, Estate Administration, Estate Planning BACK TO THE BASICS – HOW TO BE AN EXECUTOR AN IMPORTANT AND SOMETIMES THANKLESS JOB There are times in life when we all will have to do or engage … May 30, 2016 2 MIN READ
Estate Planning, Wills WHAT DOCUMENTS TO KEEP AND WHAT TO SHRED SPRING CLEANING TIME MEANS CLEARING OLD PAPERWORK With tax day over and the need to collect and forward any … May 27, 2016 2 MIN READ
Estate Planning, Wills HOW TO HELP YOUR EXECUTOR CHOOSING THE RIGHT PERSON AND STEPS TO TAKE As noted in a previous blog being an executor of an … May 24, 2016 2 MIN READ
Financial Planning, Inheritance Trusts Leaving an IRA to a Trust An IRA may not be transferred to a trust without causing the whole IRA to be taxed. The “I” in … October 10, 2024 4 MIN READ
What To Do When There are Multiple Wills Written: Which Takes Precedence? Over the course of your life you go through many stages. For some people that includes moving to and from … June 20, 2016 2 MIN READ
Newspaper Column Tax Issues On Death Executors and trustees, as fiduciaries of the estate, must identify, manage and protect estate assets, pay off creditors, distribute the … September 30, 2025 2 MIN READ
