Our success is founded upon our single minded commitments to: Assisting families and business owners with the … Read more..
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]
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]
The game has changed, and we do expect estate taxes to be repealed next year by the new administration and congress.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]