Preserving Estate Tax Portability for the Benefit of Your Heirs August 8, 2019Estate Planning, Estate Tax, Tax Stephanie M. Sherman
Estate Planning Strategies Impacted by the Tax Cuts and Jobs Act January 2, 2018Estate Planning, Tax, Tax Cuts and Jobs Act Stephanie M. Sherman
Why Wills and Living Trusts Should be Essential Elements of Your Estate Plan October 1, 2017Estate Planning, Family Office Services
Could Private Placement Life Insurance Benefit You? June 1, 2017Estate Planning, Family Office Services, Tax Planning Angela Garofalo
How to Gift Wisely Without Incurring the Kiddie Tax March 22, 2017Estate Planning, Family Office Services, Tax
The Transfer-for-value Rule Tax Trap When Dealing with Life Insurance July 19, 2016Estate Planning, Family Office Services, Tax Planning Angela Garofalo
Potential Tax Implications for Same-sex Spouses and Their Employers July 15, 2015Estate Planning, Tax, Tax Planning
Aspects of New York State’s Amended Estate Tax Law May Impact You November 25, 2014Estate Planning, Estate Tax, Family Office Services, Tax
