Our partners, Vincent J. Russo and Marie Elena Puma have once again been named “Super Lawyers” on the “New York Metro Super Lawyers” list. This is Vincent’s 12th year being recognized as a Super Lawyer and Marie Elena’s 3rd year receiving this honor,…
I have a client who several years ago got one of those phone calls no parent ever wants to get. Her daughter, Susie, was a freshman at a college in upstate New York after having graduated in the top 10%…
While there may be many reasons not to take a look at your life Insurance portfolio; you don’t really like thinking about life Insurance, you don’t understand it, you don’t want to sit down with a life Insurance salesperson that’s…
Over the past nine seasons of Family Comes First™, we have been blessed to meet amazing individuals and families with extraordinary stories. Often on our show, we like to follow up with a former guest to update our viewers as to where they are now.
On this brand new episode of Family Comes First™, “Operation Babylift,” we reacquaint you with Lana Noone. Lana was on our show back in 2009, during the second season of Family Comes First™. Lana and her late husband, Byron, were pioneers for international adoption on Long Island, New York in the 70s.
Imagine a child growing up without a home or a family to call their own; Imagine a child being alone in the world. Unfortunately, this is a reality for thousands of children in the foster care system today. The majority…
When it is said that a person has died intestate, it means that they died without leaving a Last Will and Testament. A Last Will and Testament is among the documents we call, “the four must-have legal planning documents.” The other three documents include: Durable Power of Attorney, Health Care Proxy, and Living Will.
The purpose of a Last Will and Testament is to express your wishes and identify who is to receive your property and assets upon your passing. It is imperative to complete a Last Will and Testament if you want to have a say on who receives your assets when you are no longer with us.
Learning that your child has hearing loss can be a very emotional discovery. Parents are often overwhelmed with many emotions. They must quickly learn a great deal about how to best help their child. Oftentimes, parents don’t know where to turn…
As tax preparers, we see all kinds of taxpayers—organized, not organized, and some in the middle. Whether you come prepared with an accordion folder of neatly organized documents or an old shoe box with scraps of paper, you should be cautious in the way you keep your tax records.
Stories and warnings of identity theft, financial fraud, and scams are an everyday occurrence; these instances are a real concern to millions of Americans. The rise of identity theft, fraud, and scams should caution us to evaluate how we store our important data, such as our tax records.
Tax season is fast approaching and many taxpayers are reviewing their paperwork to figure out what documents are necessary and what can be discarded. This can be a daunting experience that leaves many with the question: how long should I keep my tax returns?
The length of time you should keep a tax-related document typically depends on the action, expense, or event which the document records. Generally, you should keep your records until the statute of limitations runs out.
Are you thinking about giving a gift from your estate? If so, the deadline to give your gift is quickly approaching!
Taxpayers are allowed an annual exclusion amount of $14,000 from gift taxes. If you are considering making a gift as a way of getting assets out of your estate, time is of the essence.