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Wills & Trusts
Probate & Estate Admin
How is life insurance taxed?
Life insurance is one of the most important tools in modern financial planning, but it is not always the most appreciated.
Have you taken your ex-spouse off of your retirement plan and life insurance beneficiary designations?
The SECURE Act, effective January 1, 2020, makes significant changes to the laws affecting IRA and 401(k) plans.
There are various forms of business agreements available for disposing of a business interest at death.
The more donees who are given Crummey withdrawal powers, the greater the amount of property that can be gifted tax-free to the trust.
This is the person who will be raising your children.
Stock purchase agreements are useful when there is a need to restrict the transfer of stock to undesirable third parties.
The Confusion Surrounding Joint Bank Accounts in New York is epic.
Four categories of taxpayers are potentially taxed on trust income.
Their efficacy in "meaningfully" influencing the child/beneficiaries behavior is highly questionable.
Though seemingly an unusual event, disclaimers are actually quite common, for a variety of reasons.
Grandparents who already take full advantage of the annual exclusion for gifts to grandchildren can make additional tax-free transfers.
The purpose of the claw-back is to prevent the making of gifts, shortly before death, as a device to reduce New York estate tax.
When a state seeks to base its tax on the in-state residence of a trust beneficiary, due process demands a pragmatic inquiry.
The Surrogate's Court is the court in New York where all matters relating to Wills and Trusts are determined. The Surrogate is the title ...
A number of New York State legislators are sponsoring A 2694 / S 3947, Medical Aid in Dying Act. The bill would allow qualified, terminal...
A prospective donor should realize that, in order to obtain the tax benefits from a lifetime gift, he or she must make the gift irrevocably.
In connection with plans for minimizing taxes, it should be noted that there is nothing improper or immoral in reducing or avoiding taxes...
An applicable credit is allowed against the New York state estate tax when a New York taxable estate is not greater than 105% of the Bas...