August 5, 2014 | Estate planning
Do I Need a Trust?
As trusts have gotten more popular and evolved in type to appeal to a lot of people, so now you might be under the impression ...
Learn MoreDo I Need a Trust?
As trusts have gotten more popular and evolved in type to appeal to a lot of people, so now you might be under the impression that you must have a trust. While it’s not for everyone, there are so many trusts out there that it’s very likely you could find one that will help you to meet your goals, including to protect your assets and minimize taxes.
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Tag: Estate Taxes
June 2, 2014 | Estate Taxes
Minimize Estate Taxes Through Gifting
Your estate planning goes farther than figuring out who should be named as a beneficiary and how much they should receive. Comprehensive planning also thinks ...
Learn MoreMay 6, 2014 | Estate Plan
Put Your Trust in a Trust
Now is a great time to evaluate how using a trust can help you achieve your financial goals. The federal gift tax and estate tax ...
Learn MoreMay 5, 2014 | Administration
Thanks, But No Thanks. State Estate Taxes & Disclaimer-Based Approach
Twenty-one states have their own estate taxes, including New York and New Jersey. Many of these states have exemption amounts beneath the federal exemption, so ...
Learn MoreMay 1, 2014 | Estate planning
The N.Y. State of Mind: Changes to New York Gift Tax and Estate Laws
At the end of March, Governor Cuomo approved changes to New York’s estate and gift tax laws while also making amendments to income tax rules. ...
Learn MoreApril 15, 2014 | Beneficiaries
Showdown: Wills vs Trusts
Depending on who you talk to, your estate planning specialist might recommend wills over trusts or trusts over wills. Let’s walk through some of the ...
Learn MoreApril 9, 2014 | Beneficiaries
Risky Do-It-Yourself: Wills
Software or online programs to help you plan your estate are popping up everywhere, but that doesn’t mean they are the best choice for your ...
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