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Proposed Changes to New York’s Estate Tax

In New York, the high estate taxes are a major concern during the estate planning process. Fortunately, a solution to this problem might be on the way. A recent article explained a proposed plan [...]

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Plan for Your Retirement Now, Not Later

In the midst of all the commotion of everyday life, it is easy to delay planning for your retirement. Many people delay. However, it is important to start planning as soon as possible, and not to [...]

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“Stepped Up Basis” for Assets in your Estate

Preventing assets in your estate from passing through probate is a common strategy to avoid paying estate tax. However, there are some situations where transferring assets through probate may [...]

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Intestacy: The Result of Not Having a Will

Even though it is a good idea to draft a last will and testament, not everyone does.  The result is that some of your closest relatives will inherit your assets through a process known as [...]

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Quick Answers to Your Medicaid Questions

With the changing field of Medicaid, many people have questions concerning how to navigate their health insurance possibilities. A recent article discusses several of these frequently asked [...]