Estate Planning, Estate Taxes Favorable Tax Rates and Tools May Soon End This week Barron’s–a publication of the Wall Street Journal–discussed how many favorable tax breaks rates and regulations are either set … December 7, 2011 2 MIN READ
Charitable Remainder Trusts, Estate Planning, Trusts Art and Antique Succession Planning Should Not Be Overlooked In many cases the most difficult aspect of conducting proper New York estate planning is ensuring that everything necessary is … December 5, 2011 2 MIN READ
Estate Planning, Estate Taxes Editorial Calls for Repeal of the Estate Tax Local residents with a taxable estate over $5 million need to conduct New York estate planning to ensure that they … December 2, 2011 2 MIN READ
Estate Planning, Wills New Twist in Huguette Clark Estate Plan Controversy Yesterday there was a new twist in the high-profile New York estate planning story involving Huguette Clark the woman who … November 30, 2011 2 MIN READ
Estate Planning, Wills Questions Remain About Huguette Clark’s $400 Million New York Estate Plan New York estate planning is a necessity for virtually all local residents no matter where on the income scale one … November 28, 2011 2 MIN READ
Elder Law, Medicaid Planning Governor Cuomo Warns of Potential Effects of “Super Committee” Stalemate All those with an eye toward New York Medicaid planning have been closely following the actions of the federal “Super … November 23, 2011 2 MIN READ
Elder Law, Senior Health Care Governor Cuomo Declares November As New York Caregiver Recognition Month Last week the Director of the New York State Office for the Aging held the first-ever New York Caregiving and … November 21, 2011 2 MIN READ
Estate Planning, Probate, Trusts Forbes Shares Information on Celebrity Estate Planning Stories Families across the country will come together to celebrate the Thanksgiving holiday next week. As a Forbes article recently explained … November 18, 2011 2 MIN READ
Elder Law, Long Term Care Planning, Senior Health Care AARP Report Finds Expanding Costs of Family Elder Caregiving The AARP Public Policy Institute recently released a new report discussing the contributions that family members nationwide make to caring … November 15, 2011 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
Asset Protection, Estate Planning, Wills The Danger of Unrestricted Bequests and Gifts The Inheritance Left To University of New Hampshire By A Long Time Library Employee Was Spent In A Way That … October 11, 2016 2 MIN READ
