Inflation Boosts Federal Gift and Estate Tax Breaks
Inflation is generally bad news. But a favorable side effect [...]
Estate Planning Isn’t Just for the Wealthy
Thanks to today's favorable federal gift and estate tax rules, [...]
Webinar with New York State Academy of Trial Lawyers
When the IRS Comes Calling: Audit Expectations, Ethics, and Strategies [...]
Reviewing and adjusting your marketing strategy
As summer slips away and fall shuffles forth, business owners [...]
Selling your home for a big profit? Here are the tax rules
Many homeowners across the country have seen their home values [...]
Transferring Investment Property to a Trust: What You Need to Know
If you have a tax-favored retirement account, you generally must [...]
Asset protection: Strategies to Defend Wealth from Lawsuits and Creditors
Much of estate planning focuses on transferring your wealth to [...]
Avoiding probate: How to do it (and why)
Few estate planning subjects are as misunderstood as probate. But [...]
Should your business add a PTO buying feature to its cafeteria plan?
With the pandemic behind us and a red-hot summer in [...]
Don’t Wait! Singles Without Children Need Estate Plans Too
There’s a common misconception that only married couples with children [...]
