International Trust Estate Planning a ‘Clifford Trust’ When planning an international trust a Clifford Trust will allow a grantor to transfer high net worth assets that produce … September 21, 2018 2 MIN READ
Elder Law Creating a Living Trust While Your Home Has a Due on Sale Clause Creating a living trust is one common way individuals plan their estates and keep valuable assets like homes and other … September 20, 2018 2 MIN READ
Elder Law, Elder law estate planning Look Out for the Signs of Elder Abuse Elder abuse occurs all too often and comes in many forms. While it may seem unfathomable abusers can be the … September 18, 2018 2 MIN READ
Financial Planning Cryptocurrency Risk: High Exposure Asset or Retirement Fund Disaster? When retirement investors are considering assets for estate or trust transfer one of the main priorities is the impact of … September 17, 2018 2 MIN READ
Probate Probate Judge Removes Executor without Hearing Over Failure to Account Estate A Kings County Surrogate’s Court judge recently removed the executor to an estate without a hearing over the individual’s failure … September 16, 2018 2 MIN READ
Estate Planning Protecting Your Estate from Investment Scams The record of retirement investment and trust fund fraud is extensive and not restricted to sales agents fiduciaries and retirement … September 14, 2018 2 MIN READ
Estate Planning SOLD!: Fiduciary Liquidation of Property Assets New York laws of intestacy and probate do not allow an executor to sell real estate or property belonging to … September 12, 2018 2 MIN READ
Estate Planning How to Obtain Guardianship Over a Parent As our parents age it may become necessary to take on a some type of guardianship role to help them … September 7, 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
What to Do When You Inherit Your Parent’s Home According to the Boston College Center of Wealth and Philanthropy the Baby Boomer generation stands to inherit over $27 trillion … October 27, 2014 2 MIN READ
Estate Planning Understanding the Inheritance Tax There are a lot of considerations when it comes to comprehensive estate planning not the least of which is choosing … February 7, 2018 2 MIN READ
Asset Protection, Estate Administration, Estate Planning What You Should Know About Family Education Trusts Planning for your children’s educational needs is a worthwhile goal. Fortunately various options exist for satisfying this goal. A 529 … October 20, 2021 2 MIN READ
