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
Long Term Care Planning, Medicaid Trusts, Senior Health Care Genes & Life Insurance – Brewing Controversy Life insurance is a common tool used by New Yorkers to protect loved ones in the event of an uncertain … September 9, 2013 2 MIN READ
Caregiving, Elder Law Two More NY Nursing Homes Fined for Poor Care Late last month we shared information on New York’s performance in a national Nursing Home Report Card. A non-profit organization … September 6, 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
Elder Law, Senior Financial Exploitation Unauthorized Charges: Financial Exploitation at the Dentist’s Office Advice is often given about checking a senior relative’s bank statements frequently to identify potential theft. Large cash withdrawals donations … September 4, 2013 2 MIN READ
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, Business Succession Life Insurance and Business Succession Planning Few people think about what will happen to their business after they die and therefore rarely put together a plan. … August 28, 2016 2 MIN READ
Estate Planning Estate Planning and Funeral Arrangements Regardless of the size of your estate comprehensive estate planning can help you make the most of the assets you … January 11, 2018 2 MIN READ
Fine Art Estate Asset Liquidation Within Estate Tax Law Fair market value of assets held by the estate is key for determining tax liability of an estate. In Estate … September 6, 2018 2 MIN READ
