Trusts And Estates
08.31.20
07.22.20
Historically low interest rates yield tax saving opportunities
The current interest rate environment has sparked an unprecedented opportunity to maximize wealth planning strategies. With that said, this bang for your buck may not be around for long.
Category Trusts And Estates
06.29.20
Receive an IRS refund in error. Should you keep it?
What should you do if you receive an erroneous refund from the IRS? The short answer is no, you should not keep it.
Category Trusts And Estates
06.10.20
What is testamentary capacity to make a will?
Testamentary capacity is the mental capacity required to make a valid will or trust, which can be mitigated by fraud, delusional beliefs, or undue influence.
Category Trusts And Estates
06.03.20
Domicile: Why it matters for New York income tax and estate tax...
As more baby boomers move out of New York for better weather and to save on taxes, it is important to understand the domicile rules.
Category Trusts And Estates
06.01.20
What portion of payments under the Coronavirus Aid, Relief and Economic Security (CARES) Act will be taxed?
Category Trusts And Estates
04.30.20
Estate planning during COVID-19: Important tasks to take care...
Take time now to organize your affairs and make it easier on your loved ones.
Category Trusts And Estates
04.29.20
Massachusetts allows virtual notarization during the COVID-19...
In Massachusetts, If you need a document notarized during the COVID-19 state of emergency, you have the option of an in-person notarization or remote online notarization.
Category Trusts And Estates
04.27.20
Avoiding U.S. tax residence during COVID-19 travel restrictions
COVID-19 travel restrictions could have far-reaching U.S. tax consequences for foreign visitors. The IRS now has provided limited relief.
Category Trusts And Estates