How Gifts can Create Havoc on your Estate Plan
If you are thinking about giving a gift of significant value to a loved one during your lifetime then you should take a minute to consider how it will impact…
Trusts and Problems to Avoid (Part 2)
So , You get it! You set up a Trust and understand the benefits of the Trusts. Now what? Let's talk about 9 Problems To Avoid with Your Trust. This…
Philip Seymour Hoffman: Estate Planning Lessons
The death of actor Philip Seymour Hoffman is truly a great loss to the entertainment world, and a tragedy for the talented actor’s family and friends. Like the sudden and…
Why Prenuptial Agreements are Important?
In today's world, as an estate planner we are seeing more clients interested in Prenuptial Agreements. Here are a few thoughts to consider: YOU DON'T HAVE TO BE RICH TO…
A Parental Pre-Nup?
You are not happy with your child's marriage. Perhaps, it is just a feeling that you have. Or it may be more apparent - your child may be separated or shared with…
Avoiding Estate Planning Mistakes- Step 6
Don’t overlook states’ inheritance taxes. Delvin thought he had New York State beat - his estate was 1.5 million so there are no estate taxes. His children would get his…
Probate-FAQ’s
1. When is the reading of the will? Usually there is no formal “will reading” for the family. If you are the next of kin, you hopefully are aware of…
Should I do Estate Tax Planning in New York?
Now that the Federal Estate Tax Exemption for 2013 is $5,250,000 for individuals, many clients are asking, “Do I still need to do Estate Tax planning in New York?” Do…