Estate Planning Avoiding Probate in New York New York estate owners can avoid probate with stipulation of transfer-on-death (“TOD”) designation of assets within their will or estate … July 18, 2018 2 MIN READ
Estate Planning The Tax-exempt Benefits of Spousal Rollover IRAs Rules of required minimum distribution (“RMD”) within defined contribution plan retirement funds are usually relatively little while a participant is … July 16, 2018 2 MIN READ
Elder Law Anthony Bourdain Leaves Bulk of Estate to Daughter but Wife Could Contest According to reports celebrity chef Anthony Bourdain has left the bulk of his $1.2 million estate to his young daughter … July 16, 2018 2 MIN READ
New York Elder Law New York Tax Law Rules of Domiciliary With President Trump’s recent immigration reforms impacting the domiciliary status of many New York residents estate trust administrators are faced … July 14, 2018 2 MIN READ
Research Shows Link Between Anxiety in Middle Age and Dementia Later in Life A recent study suggests that people with moderate to severe anxiety in middle age may be more likely to develop … July 10, 2018 2 MIN READ
Trusts The Trust as Fund Investor The primary benefit of trust and family foundation investment in stock funds is the transferability of those vested assets to … July 10, 2018 2 MIN READ
Inheritance Trusts Inheritance Rights of Children with Unmarried Parents In the United States the inheritance rights of children with unmarried parents are virtually the same as those of children … July 7, 2018 2 MIN READ
Estate Taxes How Will the New Tax Bill Impact Older Americans? The $1.5 trillion tax bill passed last year will likely have far reaching consequences on millions of seniors across the … July 5, 2018 2 MIN READ
Estate Planning Maximizing the Value of an Estate or Trust with Shareholder Transfers Legacy ownership of a business interest can continue to have control over an enterprise if that entity becomes part of … July 3, 2018 2 MIN READ
Asset Protection, Estate Administration, Estate Planning Important Estate Planning Steps to Take after a Parent’s Death Losing a parent is not easy. While being prepared for the event might not make the emotional aspect any easier … November 15, 2019 2 MIN READ
Trusts Company Claims to Sell Social Security Numbers Maintaining your Social Security number is something we have all been told to keep close and to be wary of … December 21, 2016 2 MIN READ
Elder Law Court Says Caregivers Cannot Sue Alzheimer’s Patients The California Supreme Court ruled that people suffering from Alzheimer’s disease are not liable for injuries that they may cause … August 12, 2014 2 MIN READ
