Topic: Estate Planning

Posts

Preserving Estate Tax Portability for the Benefit of Your Heirs

August 8, 2019Estate Planning, Estate Tax, Tax Stephanie M. Sherman

Why You Should Consider a 529 Education Savings Plan

March 5, 2019Estate Planning, Tax, Tax Planning

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

Effective Estate Planning

January 28, 2016Estate Planning, Next Up Video, Tax

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