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The “Stretch” effect

September 22nd, 2020

New tax rules under the SECURE Act Under the “Old IRA Trust”, a conduit provisions were included that allowed a Trustee to pay the smallest […]

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Three Year “gift add-back” extended until Jan. 1, 2026

December 1st, 2019

New York Estate Tax Changes Enacted in 2019 Since 2014, New York law has provided that a decedent’s taxable estate is increased by the amount […]

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How often do you check your financial health and estate plan?

April 1st, 2019

Financial health is a term used to describe the state of one’s personal financial situation.  There are many dimensions to your financial health and often […]

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QPRT – Estate Planning Technique

February 28th, 2019

The value of a personal residence for estate tax purposes – In today’s real estate market, a popular estate planning technique is used to reduce […]

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The Way You Wanted – 2019 Estate Planning

February 6th, 2019

I am often amazed by the determination exhibited during the tax season – individuals and entities alike doggedly prepare and gather forms, plans, documents, etc. […]

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Youthful Estate Plan – Life insurance as a part of your financial strategy

December 27th, 2018

Life insurance has always been a part of a reliable financial blueprint, and was purchased primarily for the death benefit.  Naturally, you may equate life […]

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The Power of Perseverance

November 30th, 2018

In life, there will be times, when you will face some obstacle, achieving your goal is no simple task. When you stand up for yourself and […]

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How To Plan, When You Can’t Plan

November 3rd, 2018

Planning your way into a future – we read about it, write about it, often think about it and certainly aim to plan for it. For […]

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Do you know the value of your business?

August 15th, 2018

Determining the value of your business is the starting point and an integral part of the planning process. There are many different methods to value a […]

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Keeping Your Business Vows

July 2nd, 2018

A buy-sell agreement, also referred to as a buyout agreement, is a legally binding agreement in a business partnership that governs the situation if a […]

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