The pandemic has been difficult for many of us, including some Estate Planning attorneys. Sometimes it’s difficult to follow all the news. But, there’s little-known pandemic relief for employers struggling from the pandemic. Read on to learn more.
Blog
How to Dispose of “Stuff”
Clients are often most concerned about how to dispose of their tangible personal property, i.e., their “stuff.” Often even wealthy clients are most concerned with the things around them rather than their financial accounts. What’s the best way to handle the “stuff”? Read on to learn more.
Using Disclaimers to Achieve Client Goals
Disclaimers can be a good way of getting assets where you want them to go. If the disclaimer is a “qualified disclaimer,” the client isn’t treated as having made a taxable gift. This can be a great result for the client in the right circumstances. Read on to learn more.
Will My Estate Be Taxed?
When an estate is being transferred, the inheritors are receiving income in a sense, so people have questions about income taxes on bequests. In addition to this situation, you may have heard about estate taxes and inheritance taxes. All this can get pretty confusing, and in this post, we will provide the facts so you […]
Why Do People Avoid Probate?
You may hear people talk about probate avoidance when the topic of estate planning is casually discussed. This is the legal process of estate administration, and it will enter the picture when personally held assets are being transferred through the terms of a will. In New York, the Surrogate’s Court handles probate matters, and this […]
Special Needs Planning and Estate Recovery
There are different approaches that can be taken when you are planning your estate. The right way to get assets into the hands of one person may not be appropriate for the next. This dynamic will definitely be present if you have a person with a disability in the family. Government Benefit Eligibility A very […]
See Larger Map Get Directions