Estate Tax Proposal 2021
On September 21, 2021, the House Ways and Means Committee (the “House”) released a comprehensive draft of the proposed statutory tax language (the “House Proposal”), …
On September 21, 2021, the House Ways and Means Committee (the “House”) released a comprehensive draft of the proposed statutory tax language (the “House Proposal”), …
Estate planning can have different goals for different people in different circumstances. One goal that should always be factored into estate planning, though, is estate …
At risk for estate tax? Work with experienced attorney to minimize liability Read More »
Based on figures obtained from several reputable banking and financial sources, the average credit card holder has nearly $8,000 in revolving debt, while those individuals …
When a loved one dies, who bears the responsibility for his or her debts? Read More »
According to Investment News, during the next three decades, baby boomers will pass along an estimated $30 trillion in wealth to their heirs, via inheritance. …
Don’t let an inheritance windfall be your downfall Read More »
We often hear about philanthropy endeavors and sizable charitable donations of billionaires like Bill Gates, Warren Buffet and Mark Zuckerberg. While there’s no diminishing the …
The many benefits of incorporating charitable donations into an estate plan Read More »
Estate plans are for people of all income levels. However, it is particularly important for high-net-worth people to make estate administration plans in New York. …
Many high-net individuals do not have estate administration plans Read More »
The word success means different things to different people. For many, attaining a certain level of financial independence and freedom that allows one to live …
Using an irrevocable life insurance trust to avoid estate taxes Read More »