Trusts And Estates
10.06.20
08.27.20
Planning for a potential change in the White House and Congress
Any election year has financial implications and 2020 may have more than usual due to COVID-19 and the situation we have in the U.S.
Category Trusts And Estates
07.24.20
The power of an Intentionally Defective Grantor Trust
Adding an intentionally defective grantor trust to your estate plan can save on estate taxes.
Category Trusts And Estates
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
06.10.20
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
04.07.20
Finding out if there is life insurance coverage
You can determine if a loved one was covered by life insurance even if the original policy cannot be found.
Category Trusts And Estates