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
Estate Planning Financial Capacity the Key to Avoiding Probate Controversy By 2060 the population of the United States 65 years and older will more than double increasing to over 98 … August 3, 2018 2 MIN READ
Estate Planning FAPT vs. DAPT: The Comparative Advantages of Trust Asset Protections When planning a will estate or trust protecting assets from taxation is a primary concern. Today U.S.-based estate planning investors … August 1, 2018 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
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
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
