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A limited liability company (LLC) combines the attributes of a corporation and a partnership.

A testamentary trust is a trust contained in a will.

The following actions are being implemented by the New York County Surrogate's Court effective April 13, 2020.

Documents can be signed, witnessed and notarized 100% by video conference on a temporary basis due to Coronavirus

Internal Revenue Code Section 6166(a)(1) provides that an executor may elect to pay all or a portion of the estate tax attributable to a...

Stimulus Payments: Up to $1,200 per person ($2,400 married joint) and $500 per child under 17. Eligibility is based on 2019 tax filing...

New York Governor Andrew Cuomo has issued Executive Order 202.7, which temporarily suspends the rule requiring physical appearance before...

Learn how to avoid the three year rule problem.

Proper planning allows a partner to avoid having its share of losses shifted away to other partners.

Pretty much everything you own is a capital asset.

Failure to file a FBAR when required to do so may result in civil penalties, criminal penalties, or both.

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.