Asset Protection, Anticipating Tax Reform with Your Estate Planning Strategies The current makeup of the federal government makes it very likely that some type of tax reform will happen within … June 17, 2017 2 MIN READ
Asset Protection, Estate Planning, The Difference Between a Trust and Payable on Death In the past a trust was something that seemed useless for many Americans. It was a term often used to … June 14, 2017 2 MIN READ
Estate Planning, Estate Planning and Online Accounts For some people the term “estate planning” conjures up images of wealthy families complaining about the estate tax. However estate … June 12, 2017 3 MIN READ
Estate Planning, Biggest Mistakes in Estate Planning: Part III An important part of your estate plan is making sure that it provides for your heirs in the way you … June 10, 2017 2 MIN READ
Estate Planning, Biggest Mistakes in Estate Planning: Part II Each individual state has its own trusts and estates laws. While there are many similarities among these laws there are … June 8, 2017 2 MIN READ
Estate Planning, Biggest Mistakes in Estate Planning: Part I Estate planning can be a difficult topic and is likely to touch on unpleasant emotions. However it is an important … June 5, 2017 2 MIN READ
Asset Protection, Estate Planning When Your Attorney Is a Potential Witness in Surrogate Court WITNESS ADVOCATE RULE In New York as well as perhaps every other jurisdiction an attorney may not serve as an … November 16, 2015 2 MIN READ