Power of Attorney, Power of Attorney Is a Financial Power of Attorney Right for You? Although none of us expect that we might not be able to manage our affairs later on in life it … August 20, 2018 2 MIN READ
Trusts Planning an Effective Trust Diversification Strategy The fiduciary responsibility to create an effective estate investment plan is something that some trustees and administrators find to be … August 19, 2018 3 MIN READ
Estate Planning FIRRMA Expands CFIUS Oversight of Foreign Investor ATS Declarations The recent Financial Industry Regulatory Authority (“FINRA”) announcement about federal enactment of a substantial piece of legislation that will likely … August 15, 2018 2 MIN READ
Estate Planning Options for End of Life Directives in New York In New York the law allows individuals to create what are known as “advanced directives” to help ensure that person’s … August 15, 2018 2 MIN READ
Inheritance Planning Protecting Your Inheritance from RICO Violations The intent to commission conspire to commission or commission of a criminal act through intimidation coercion or solicitation of another … August 12, 2018 2 MIN READ
Probate Ways to Avoid Probating a Will If you have an estate with any number of assets including a home real estate retirement benefits and bank accounts … August 10, 2018 2 MIN READ
Financial Planning What are My Inheritance Rights as a Spouse in New York? The last will and testament is an important document an individual creates to spell out his or her final wishes … August 7, 2018 2 MIN READ
Estate Planning Foreign Pension Plan Contribution and Taxation U.S. citizens currently residing and working abroad and foreign residing in the United States who are participating in a foreign … August 6, 2018 2 MIN READ
Probate Do Small Estates Need to go through Probate in New York? In New York not every estate needs to pass through the probate process in Surrogate’s Court. The law gives this … August 4, 2018 2 MIN READ
Medicaid Eligibility, Medicaid Planning Spousal Refusal – Just Say No Spousal refusal is a legally valid Medicaid planning option in New York. By way of background certain income and assets … April 12, 2024 2 MIN READ
Death Taxes, Estate Taxes, Gift tax, Medicaid Planning, Medicaid Trusts Tax and Medicaid Law Changes for 2024 For 2024 the exemptions for estate taxes rise to 6.94 million for New York estate taxes and to 13.61 million … January 18, 2024 2 MIN READ
Asset Protection, Irrevocable Trust LONGEVITY INSURANCE – DEFERRED INCOME ANNUITY Deferred income annuities are a financial product that by definition are paid in one premium and payout after at least … December 29, 2015 2 MIN READ
