The Importance of Funding Trusts
When clients complete their estate planning documents, there is often a shared sense of accomplishment. The revocable or irrevocable trust has been signed, along with the Last Will and Testament ...
Why We Request Information & Documents During the Estate Planning Process
Creating a strong, effective estate plan starts with one essential ingredient: your information. Whether you’re just getting started or updating an existing plan, the details and documents we request play ...
Thinking About Selling Your Business? It’s More than a One-Man Job!
For many business owners, the idea of cashing in on many, many years of hard work in starting, growing and maintaining a successful business is quite an exciting proposition. When ...
SECURE 2.0: Changes for Retirement Plans and IRAs
The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the “SECURE” Act, was enacted in 2019 and made significant changes to retirement plans and IRAs. ...
Estate Tax Updates for 2023
Happy New Year! With each new year comes adjustments to the existing estate tax exemptions that all practitioners and clients alike should be aware of. As inflation skyrocketed during 2022, ...
I can’t take it anymore…I want to get out of NY!!
Weather motivates some; politics motivates others; the ability now to work remotely and spend less on housing costs is also often cited as a reason for wanting to leave… and… ...
Overcoming Tech Challenges During a Pandemic |And How It Has Improved Our Efficiency
A letter to our clients and friends: It is hard to believe it has been over a year since we were all speculating whether the lockdown could last a full ...
Estate Planning Upon Divorce: What Happens When Your Former Spouse is Named in Your Documents
The process of going through a divorce or legal separation from one’s spouse can be time-consuming, expensive, and above all, emotionally draining. Because of this, many individuals enduring such a ...
Cryptocurrency: Decoding the Taxation Policies
Updated March 11, 2021 Cryptocurrency, now synonymous with virtual currency, has been in the news as of late due to increased retail investor interest, volatility, and overall mainstream visibility. In ...
Estate Planning During a Pandemic: What Should be Done?
Many, if not all, of us are practicing social distancing as we attempt to navigate through this pandemic. For most, that means working from home, and putting a majority of ...