Why Trusts Really Matter

In this post, I provide a recent article from the brothers Blattmachr which appeared in  Leimberg Information Services Estate Planning Newsletter, getting down into the nitty-gritty about just how trusts can help us, and our families.  It's worth a … [Read more]

NY Law Allows Planning for Digital Accounts

On September 29, 2016, a bill was signed into law by Governor Cuomo adding Article 13-A to the New York Estates Powers and Trust Law (the “EPTL”).  This legislation is New York State’s version of the “Uniform Fiduciary Access to Digital Assets Act” … [Read more]

Tax Planning for Wealth Transfers

The game has changed, and we do expect estate taxes to be repealed next year by the new administration and congress. Some things are unclear: we may see a phase-out of the federal estate tax over a five or six year period, instead of all at once in … [Read more]