Estate Planning Are You Subject to the Estate and/or Gift Tax? Taxes are never fun but when it comes to estate planning taxes are a major concern for most people. Understanding … February 5, 2017 2 MIN READ
Asset Protection, Estate Planning Changes in Retirement Could Mean Changes to Your Estate Plan The financial market is expansive and can change overnight. NextAvenue.org recently wrote about several important ways retirement is likely to … January 27, 2017 2 MIN READ
Asset Protection, Estate Planning Back to the Basics – Pet Trusts In a recent blog we discussed pet owner’s options for naming their pets as beneficiaries in their wills. Another option … January 18, 2017 0 MIN READ
Estate Planning, Wills Making Your Estate Plan Your Own Your estate plan is a way for you to make very important decisions regarding the future of your personal property … November 16, 2016 2 MIN READ
Back to Basics: Estate Planning Vocabulary Estate planning can be a tricky matter. If it wasn’t difficult enough to make decisions regarding the end of your … November 7, 2016 2 MIN READ
Estate Planning Back to Basics: Your First Estate Planning Meeting The first time you meet with your estate planning attorney can be stressful and emotional. Many people go into the … September 28, 2016 2 MIN READ
Asset Protection, Estate Planning IRS Proposal To Overturn Common Asset Valuation Planning Met With Fierce Resistance Newly proposed IRS regulations meant to curb common estate and gift tax planning tactics is being met with a firestorm … August 22, 2016 2 MIN READ
Estate Planning Determining Incapacity in New York Many people believe that estate planning is primarily a tool to minimize taxes by the state and ensure that your … August 5, 2016 2 MIN READ
Asset Protection, Estate Planning, Wills Gifts to the Dead in New York: Are They Still Effective? Most people plan their estate believing that everyone they have left money or bequests to will survive them such as … July 23, 2016 2 MIN READ
