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A Residency Reminder The New York Tax Appeals Tribunal (the “Tribunal”) recently issued a ruling impacting those seeking to establish residency in Florida while still maintaining significant ties to New York. The...
Category: Estate Planning: In General
To avoid probate, many clients opt for a revocable trust as part of their estate planning documents. A revocable trust is a very good option, and a bit more private since it does not get deposited with a court post-death. A...
Nest Egg Trusts
June 2015
A new arrow becoming popular in the quiver of the overall estate or financial plan designed for wealthier clients is the establishment of an offshore asset protection trust (or “APT”), commonly referred to as a “nest...
Jeff Baskies – Will the Federal Estate Tax Be Repealed? – Steve Leimberg’s Estate Planning Newsletter (PDF)
January 2015
“Spanish author George Santayana wrote: ‘Those who cannot remember the past, are condemned to repeat it.’ And so we see the past repeat with celebrity estate plans as highlighted by the public debate about James...
Taking a Closer Look at Our Living Will Forms (PDF)
January 2012