Advice on Wills: Should Each Child Get the Same?
David Berkey joins Beverly Bird of Investopedia to explore the complexities of estate planning, emphasizing...
Webinar Recap: Will the $14 Million Estate Tax Exemption Expire on 12/31/25? Estate Planning Actions to Take NOW.
We know we covered a lot of ground in our recent webinar “Will the $14 Million Estate Tax Exemption Expire ...
2024 Year-End Notes
As the year draws to a close, we offer valuable planning tips to our clients, colleagues, and friends of th...
From Beyond the Grave: Which Trust To Trust?
Want to control your estate long after you're gone? David Faust explains how choosing the right trust, test...
Trust(s) in Marriage and Divorce
Marriages may be made in heaven but, in the courts of the state of New York, marriages are treated as econo...
2023 Year-End Notes
As the year comes to a close, we offer some planning tips to our clients, colleagues and friends of the fir...
Can Decanting Change the Vintage of Irrevocable Trusts?
A discussion of how New York allows the revoking of an irrevocable trust.