Estate Planning IRS Issues Guidance on Federal Taxes for Same Sex Couples Last week the Internal Revenue Service (IRS) released information on what has been dubbed a “hugely important” questions for same … September 3, 2013 2 MIN READ
Estate Planning, Financial Planning Delaying Social Security: Should You Do It? There is no such thing as universal financial advice. When reading any news story blog post or magazine article one … August 30, 2013 2 MIN READ
Estate Planning, Estate Taxes, Financial Planning How Does New York Stack Up for Retiree Taxes? Do you have enough money to retire? It is a questions that tens of thousands of New Yorkers ask themselves … August 26, 2013 2 MIN READ
Estate Administration, Estate Planning, Estate Taxes IRS Valuation & Taxes – The Michael Jackson Examples Death and taxes; the two constants in life. There has been significant discussion in the past few years over the … August 23, 2013 2 MIN READ
Asset Protection, Elder Law, Financial Planning, Senior Health Care Is There a New Way to Test for Dementia? It is a nightmare for many families. A senior shows signs of cognitive mental challenges–becomes forgetful and eventually is unable … August 22, 2013 2 MIN READ
Estate Planning, Financial Planning DOMA Ruling & Retirement for Same Sex Couples Much discussion around the Windsor case that struck down DOMA dealt with the estate tax. As a result of the … August 21, 2013 2 MIN READ
New York Elder Law Nationwide Nursing Home Report: New York Receives Failing Grade A non-profit group called “Families for Better Care” recently released a comprehensive report card that ranks the skilled nursing care … August 20, 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
Asset Protection, Blended Families Estate Planning, Estate Planning Reminder: More Estate Planning Opportunities for Couples After Windsor v U.S. A JDSupra post from last month offers a helpful reminder of the changing legal landscape for New York same sex … August 14, 2013 2 MIN READ
Newspaper Column Avoiding New York Estate Taxes The estate tax exemption for New York residents was $5.93 million in 2021 and, since it is indexed to inflation, … September 30, 2025 2 MIN READ
Estate Planning Overcoming the Challenge of Undue Influence It’s not an uncommon story. In their final years or months a loved one decides to leave a large amount … December 7, 2020 2 MIN READ
Estate Planning What Happens to Your IRA When You Pass Away? Unfortunately traditional social security often doesn’t provide the means for seniors to live comfortably after they retire. The cost of … March 20, 2017 2 MIN READ
