Trusts And Estates
11.18.21
09.29.21
How climate change can uncover investment opportunities
Climate change acts as an innovation catalyst making it imperative to identify investment risks and opportunities to capitalize on it in client portfolios.
Category Trusts And Estates
09.15.21
Use of a revocable living trust to avoid probate for business...
Probate is a cumbersome process that can be avoided with the proper structuring of the ownership of a closely held business.
Category Trusts And Estates
08.20.21
I got a letter or notice from the IRS
Here’s what to do if you get a notice from the IRS.
Category Trusts And Estates
07.27.21
Guidance to trustees in making distributions to trust...
How do trustees make decisions about distributions to beneficiaries? What is the difference between a discretionary trust and one with an ascertainable standard?
Category Trusts And Estates
06.30.21
FEMA Funeral Assistance Program for COVID-19
Did you know that FEMA is providing funeral reimbursement assistance for deaths related to COVID-19?
Category Trusts And Estates
06.28.21
A new statutory short form power of attorney for New York: Is...
The New York Power of Attorney law has been updated to provide more flexibility and greater protection against non-acceptance.
Category Trusts And Estates
04.27.21
Strategies to avoid conflict when dividing personal possessions
Clearly expressing your wishes can go a long way toward making the division of your tangible personal property a smoother process.
Category Trusts And Estates
03.24.21
How long a taxpayer should retain tax records
Records that support items of income or deductions on a tax return should be retained at least until the statute of limitations runs.
Category Trusts And Estates