Archives
- 2013.05.22: May is "Leave a Legacy" Month
- 2013.05.20: Discriminatory Old University Trust May Be Modified
- 2013.05.16: National Enquirer Inheritance Fortune Feud: Adult Son Arrested
- 2013.05.14: Siblings Inheritance Feud Turns Criminal
- 2013.05.09: Children-Out-of-Wedlock and Inheritance Feuding
- 2013.05.07: NYT on the "Moving Target" of Estate Planning Today
- 2013.05.01: Die Without a Will? Inheritance May Go to Government
- 2013.04.29: Developments in Anthony Marshall Case - Brooke Astor Estate Fiasco
- 2013.04.26: The DuPont Case, Mental Illness, and Wills
- 2013.04.24: Retirement Planning & The President's Proposed Budget
- 2013.04.22: New Study: Marriage Boosts Retirement Security
- 2013.04.19: New Steps By Google Allowing Users to Name "Heirs"
- 2013.04.17: New Case: Inheritance Rights of "Adopted Out" Children in New York
- 2013.04.15: Obama Budget Proposal Calls for Changing Charitable Deduction Details
- 2013.04.15: Obama Budget Proposal Calls for Changing Charitable Deduction Details
- 2013.04.12: Federal Estate Tax -- Back on the Agenda?
- 2013.04.10: Don't Forget: There is a New York Estate Tax on Top of Federal Tax
- 2013.04.08: Wide Ranging Impact of Fiscal Cliff Deal on Estate Planning
- 2013.04.05: Washington Post Article on Family Struggles in Dividing Up Assets
- 2013.04.03: U.S Supreme Court Hears NY Estate Tax Case for Gay Couples -- Decision in June
- 2013.03.29: Effect of Presidential Budget on Estate Planning
- 2013.03.25: Family Feuding Over High-Profile East Coast Cavern Dynasty
- 2013.03.21: Becoming a "Paradigm" of Financial Health
- 2013.03.19: Estate Taxes & New York Legend Ed Koch
- 2013.03.15: Family Offers Example of Need for Clear End of Life Planning
- 2013.03.13: PBS Program on Lack of Clarity on Digital Asset Rules
- 2013.03.11: Fighting to Care for the Ailing Zsa Zsa Gabor
- 2013.03.07: DOMA Case Update: Amicus Briefs Mount in New York Couple's Case
- 2013.03.06: WSJ on "Downton Abbey" Planning Lessons
- 2013.02.28: James Brown Estate Battle Rages On -- Supreme Court Rejects Compromise
- 2013.02.27: Understanding How a Wealth Transfer Might Affect Insurance
- 2013.02.22: Can You Reject an Inheritance You Don't Want?
- 2013.02.19: Retirement Planning -- The Stages
- 2013.02.15: Dying Intestate--The Documents that Later Emerge
- 2013.02.13: Estate Battles More Common Than Ever
- 2013.02.11: Richard III Reminder: Set Your Funeral and Burial Plans in Stone
- 2013.02.08: Taking a "Do Over" for 2012 Asset Transfers
- 2013.02.06: E-Planning: Estate Planning in our Digital World
- 2013.02.04: Estate Planning with the Blended Family in Mind
- 2013.02.01: Passing on Digital Passwords After Death
- 2013.01.30: Trusting Kids with Large Inheritances Remains a Challenge
- 2013.01.28: Is the IRS Going to Crack Down on Non-Cash Charitable Deductions?
- 2013.01.22: The Legacy of Dr. Martin Luther King Jr.
- 2013.01.21: The Pitfalls of Going It Alone--The Forged Will
- 2013.01.18: "Portability" for Married Couples
- 2013.01.17: Telemundo Star's Early Death Raises Questions About Holographic Will
- 2013.01.15: Lottery Winnings, Murder, & Estate Planning
- 2013.01.11: New York Estate Planning Beyond Taxes
- 2013.01.09: U.S. Supreme Court Sets Date for Gay Marriage Case Hearings
- 2013.01.08: More Rumblings That Estate Tax Still Not Finalized?
- 2013.01.04: Potential Heir in Huguette Clark Case Dies During Inheritance Feud
- 2013.01.03: The Fiscal Cliff Agreement & What It Means For You
- 2012.12.28: Thomas Kinkade Estate Feud Continues, Hearing Postponed
- 2012.12.26: End of Year Estate and Gift Tax Dilemma
- 2012.12.20: Fiscal Cliff Negotiations Move on to Estate Taxes
- 2012.12.18: Donor-Advised Funds for Charitable Giving
- 2012.12.12: Face Retirement: Psychology to Spur Long-Term Financial Planning
- 2012.12.10: U.S. Supreme Court to Hear Two Same-Sex Marriage Cases
- 2012.12.06: Unsellable Artwork Donation Saves Estate Tax Liability
- 2012.12.04: First "Fiscal Cliff" Proposal Made -- What It Means for Estate Planning
- 2012.11.30: Celebrity Example Of Need for Living Will and Health Care Proxy
- 2012.11.28: Benefits for Children Conceived After Father's Death to Be Decided By Court
- 2012.11.27: The Hobbit & Long-Term Estate Planning
- 2012.11.21: Estate Planning, Values, & Spirituality
- 2012.11.19: Hurricane Sandy, Pets, & Planning
- 2012.11.15: Forbes Estate Tax Article Catches Fire on Social Media
- 2012.11.13: Updates in Gay Marriage Cases That Might Head to Supreme Court
- 2012.11.08: LucasFilm's Sale to Disney & Estate Planning
- 2012.11.07: Two Teens, a Custody Battle, and $1 Billion New York Trust
- 2012.11.05: The Importance of Having a Will Even if You are Young, Especially with Children
- 2012.11.02: Charitable Giving Tips: What to Consider
- 2012.10.31: Selling Memorabilia Before Estate Tax Changes
- 2012.10.29: Business Finally Reopens After Bitter Estate Dispute
- 2012.10.25: Navigating the Appropriate Inheritance Amount
- 2012.10.24: Help with the Financial Stresses of Having a Child with Special Needs
- 2012.10.22: Less Than 90 Days Left Before "Estate Tax Time Bomb"
- 2012.10.19: Is "Prepaid" Life Insurance Becoming Popular?
- 2012.10.18: Court Rules Woman Must Give Up Kafka Papers She Inherited
- 2012.10.17: Deal Reached in Museum vs. Estate Feud
- 2012.10.10: Court Battle Set to Begin in $300 Million Fight over Huguette Clark Estate
- 2012.10.09: Creating a Trust & Funding It Are Different
- 2012.10.05: Too Much Inheritance, Too Soon
- 2012.10.02: Will Estate Tax Burdens Affect More Families in 2013?
- 2012.10.01: Estate Values Grow Beyond the Grave - The Marlon Brando Example
- 2012.09.28: Substitute Teacher Stands to Inherit $10 Million from Distant Relative
- 2012.09.27: Keeping an Eye on Upcoming Supreme Court Cases
- 2012.09.24: Death & Student Loan Obligations
- 2012.09.21: Confusion, Disagreement Surrounding Painter Thomas Kinkade's Wishes
- 2012.09.19: Political Bequests in a Will
- 2012.09.14: The Bernard Matthews Case: Putting a Mistress in a Will
- 2012.09.12: Fundamentals of Estate Planning: Naming a Trustee
- 2012.09.10: DOMA Challenges Mount
- 2012.09.06: New York Executrix Ordered to Return Estate Funds
- 2012.09.04: Prenuptial Agreements: What if Couples are from Different States?
- 2012.08.31: Irregularities with Estate of Monkee's Star Davy Jones
- 2012.08.29: Contingent Beneficiaries for IRA Accounts
- 2012.08.27: Be Careful of Credit Card Debt at Death
- 2012.08.24: Hidden Complexities in Basic Estate Planning
- 2012.08.22: Annual Gift Tax Exclusion Is Not Going Anywhere
- 2012.08.20: Feuding Continues Over Rosa Parks Estate
- 2012.08.17: Giving a Gift or Inheritance With Strings Attached
- 2012.08.16: Entire Estate Left to a Dog?
- 2012.08.14: Naming Guardians for Children in New York Estate Plan
- 2012.08.10: Professional Guidance Helps Avoid IRA Scams
- 2012.08.08: New Study: Online Will Templates Full of Pitfalls
- 2012.08.06: Estate Tax "Portability" Trap
- 2012.08.04: Prenuptial Agreements: What if Couples are from Different States?
- 2012.08.03: Senate Democrats Drop Estate Tax Plan
- 2012.08.01: Improvement in the IRS Art Value Appraisal Services
- 2012.07.30: Will Inheritance Soon be a Thing of the Past?
- 2012.07.27: The Story Behind the New York DOMA Challenge
- 2012.07.25: DOMA Challenge Likely Headed to U.S. Supreme Court
- 2012.07.23: Yet Another Call for Use of Gift Tax Exemption Before Its Too Late
- 2012.07.19: Number One Retirement Surprise: Leaving Money For Surviving Spouse
- 2012.07.17: Plan Your Estate As Well As Your Vacation
- 2012.07.12: Bizarre Estate Feud Leads to Drive By Shooting
- 2012.07.10: Consider Updating Your Estate Plan Before Remarrying
- 2012.07.05: Estate Planning Factors Beyond Taxes
- 2012.07.03: Tax and Planning Consequences of Affordable Care Act?
- 2012.06.29: It May Not Be As Simple As Updating a Will
- 2012.06.27: No Estate? No Problem. You Still Need a Plan
- 2012.06.25: Should You Take Advantage of Tax Situation Now?
- 2012.06.20: Inheritance Disputes Among Children While Parents Still Alive
- 2012.06.18: Is 80 the New 65?
- 2012.06.13: Changing Ideas About Leaving a Legacy?
- 2012.06.12: Exception Proves the Rule: Joe Paterno's Will Sealed
- 2012.06.08: Parents Talking to Adult Children About Estate Plans
- 2012.05.31: Misconceptions About Cost of Insurance
- 2012.05.30: Graduation Season is Perfect Time for Grandparents to Consider Gifts
- 2012.05.25: New Federal Bill Would Open More Estate Planning Options for Military Families
- 2012.05.23: Supreme Court Rules on Survivorship Benefits in Posthumous Birth Case
- 2012.05.21: More Options to Account for Animals in Estate Planning
- 2012.05.17: New Yorkers Worry About Outliving Their Retirement Funds
- 2012.05.16: Not All Children Treated Alike
- 2012.05.14: Clumsy Estate Planning: Transferring A House to A Child
- 2012.05.11: Does Each Spouse Need Their Own Estate Planning Lawyer?
- 2012.05.08: Gary Coleman Estate Feud Continues--Rocky Relationship Made Public
- 2012.05.04: Passing On Religious Values at Death
- 2012.05.03: Filing Taxes After Death
- 2012.05.01: Auction of Calder Sculptures Example of How Art Can be Handled at Death
- 2012.04.27: Beneficiary Designations and Asset Titles - Simple, But Crucial Planning Issues
- 2012.04.23: Protecting Fine Wine & Other Collections
- 2012.04.17: Gifts & New York Estate Planning
- 2012.04.13: Mike Wallace's Passing Reminder of Planning Needs for Dementia
- 2012.04.10: The Complex Issues of Disinheritance
- 2012.04.06: Farm Families Reminded of Need for Estate Planning to Smooth Transition to Next Generation
- 2012.04.04: New York Estate Planning Feud Ends for Astor Family
- 2012.04.02: Mental Capacity Issues in Estate Planning Fights
- 2012.03.29: Estate Planning Challenges For the "Asset Rich and Cash Poor"
- 2012.03.27: Tax Season Reminder to Plan Ahead to Cut Bill to Uncle Sam
- 2012.03.23: Estate Planning Lessons from Etta James
- 2012.03.21: U.S. Supreme Court Hears Arguments on Benefits for Posthumously Conceived Children
- 2012.03.19: Increase in Blended Families Cited For Causing "Uglier" Estate Fights
- 2012.03.15: Broken Estate Plans May Need to be Fixed
- 2012.03.13: New York Estate Planning Attorney on Funding of Trusts
- 2012.03.09: DOMA Developments May Have Implications for Married Same-Sex New York Couples
- 2012.03.07: Make Plans for Dividing Up or Preserving Collections in Estate Plan
- 2012.03.05: New Survey Results: More than Half of Adult Americans Still Without a Will
- 2012.03.01: Rumors About the End of Living Trusts Have Been Greatly Exaggerated
- 2012.02.27: Special Needs Trusts for New York Families
- 2012.02.23: Avoiding Lump Sum Inheritances for Young Adults
- 2012.02.21: Fixed Annuities and the Benefit of Longevity Insurance
- 2012.02.17: Tax Changes in the President's 2013 Budget Proposal
- 2012.02.14: U.S. Senate Proposal to Alter Inherited IRA Rules
- 2012.02.09: Bizarre Estate Planning Strategy: Adopting A Girlfriend
- 2012.02.07: Will Estate Tax Limbo End This Year?
- 2012.02.03: Like Groundhog Day: Mistakes Retirees Make Over and Over
- 2012.02.01: Four Possible Estate Tax Scenarios
- 2012.01.30: Famous Feuds and New York Estate Planning Lessons for Every Family
- 2012.01.26: Huguette Clark's Only Friend Has Her Own New York Estate Plan Settled
- 2012.01.23: Protecting Assets When Facing Uncertainty
- 2012.01.19: Golden Globe Winning Film Explores the Trust Industry
- 2012.01.17: Common Estate Planning Mistakes
- 2012.01.12: The Sociology of Giving Back in Inheritance Planning
- 2012.01.10: Adding Charitable Giving As Part of Your Estate Plan
- 2012.01.06: News Years Resolution: Finally Take the Time to Create (or Update) Your New York Estate Plan
- 2012.01.04: Estate Planning Mistakes (and Lessons) of the Rich and Famous
- 2011.12.30: Thinking Beyond the Paperwork--Creating an Ethical Will
- 2011.12.28: Farm Assets Protected By Estate Plan
- 2011.12.26: Digital Assets May Seem Unimportant, But Families Will Want Access
- 2011.12.21: Preparing Children for Wealth Transfers
- 2011.12.19: Some Estate Fights Last For Decades--The MLK Example
- 2011.12.15: Holidays Are Prime Time to Discuss Family Estate Planning
- 2011.12.13: New York Estate Planning Attorney Discusses Beneficiary Designations
- 2011.12.09: Tax Litigation Continues to Rage Four Years After Death of Brooke Astor
- 2011.12.07: Favorable Tax Rates and Tools May Soon End
- 2011.12.05: Art and Antique Succession Planning Should Not Be Overlooked
- 2011.12.02: Editorial Calls for Repeal of the Estate Tax
- 2011.11.30: New Twist in Huguette Clark Estate Plan Controversy
- 2011.11.28: Questions Remain About Huguette Clark's $400 Million New York Estate Plan
- 2011.11.22: Professional Help Needed When Crafting a Will
- 2011.11.18: Forbes Shares Information on Celebrity Estate Planning Stories
- 2011.11.16: New Survey Reveals Financial Planning Helps in Bereavement Process
- 2011.11.14: Trustees Need to Be Educated On their Role in Estate Plans
- 2011.11.09: Estate Planning Documents Must Be Updated So They Work When You Need Them
- 2011.11.07: An Estate Planning "Perfect Storm"
- 2011.11.03: Reality Star Feuds with In-Laws in Estate Fight
- 2011.11.01: Federal "Super Committee" May Target Gift Tax in Deficit Reduction Scheme
- 2011.10.27: Economic Uncertainty Leads to Rise in Estate Planning Interest
- 2011.10.25: Proposed Tax Policy Changes May Affect Future Options for Estate Planners
- 2011.10.21: New York Estate Planning Best Done Before Health Declines
- 2011.10.19: New York Estate Plan Lawyer Shares Value of Business Succession Plans
- 2011.10.17: New York Estate Plans Tailored for Those with Multiple Sclerosis
- 2011.10.12: Steve Jobs Likely Paid No Estate Taxes By Using Trusts in Estate Plans
- 2011.10.10: National Estate Planning Awareness Week is Shares Importance of Long-Term Planning
- 2011.10.06: New York Estate Planning Lawyer Explains Dangers of Joint Accounts
- 2011.10.05: Planning Required to Make Smart Charitable Contributions
- 2011.10.03: New York Inheritance Issues in Second Marriages
- 2011.09.28: Careful Consideration Required Before Selecting a Successor Trustee in Estate Plan
- 2011.09.26: Family Disagreement Over Special Needs Trust Leads to Court Battle
- 2011.09.22: Surviving Spouses Should Seek Help From Financial and Legal Professionals
- 2011.09.20: Many Challenges Face Estate Executors
- 2011.09.15: When Considering Inheritances, Baby Boomers Fear Children's Financial Acumen
- 2011.09.14: Estate Planning for Disabled Heirs
- 2011.09.12: Estate Planning Tips For Providing One Child a Larger Share of Inheritance
- 2011.09.08: New York Estate Planning Pitfalls to Avoid for Widows
- 2011.09.06: Many Middle Class Families in New York Use Trusts in Estate Plan
- 2011.09.01: Questions Remain Regarding Rights of Posthumously Conceived Children
- 2011.08.30: Estate Tax Issues Continue to Plague Married New York Same Sex Couples
- 2011.08.26: Tips for Giving Financial Aid to Family and Friends
- 2011.08.24: Proper New York Estate Planning Necessary to Combat Possible Legal Challenges
- 2011.08.22: Common Pitfalls of Pet Bequeaths
- 2011.08.18: Estate Plan Still Needed to Divide Properly Equally Between Children
- 2011.08.16: New York Estate Planning Can Address Religious Goals
- 2011.08.15: Power of Attorney & Health Care Proxy Are Crucial Components of New York Elder Care Plan
- 2011.08.12: Women Can Take Control of Family Estate Planning
- 2011.08.10: New Website Services Offers Online Method of Distributing Personal Property
- 2011.08.08: Season Tickets, Frequent Flier Miles, and Other Unique Assets in Estate Plan
- 2011.08.04: New York Estate Planning and the National Debt Crisis
- 2011.08.02: Estate Planning is Not Just for Senior Couples
- 2011.07.29: Iron Clad Will Likely Avoids Inheritance Fight After Death of Amy Winehouse
- 2011.07.27: Married Same Sex Couples Need to Consider Effect of Defense of Marriage Act
- 2011.07.25: The Inheritance Rights of Children Conceived After Death By In Vitro Fertilization
- 2011.07.21: Planning For Your Digital Life After Death
- 2011.07.19: Tips to "Lawsuit-Proof" An Estate
- 2011.07.15: Careful Consideration Required Before Selecting A Trustee
- 2011.07.13: Estate Plan Can Provide For Lifetime Care of Pets
- 2011.07.11: Instructions Should Help Family Find the Information They Need
- 2011.07.06: Celeste Holm's Family Feud Highlights Importance of New York Inheritance Planning
- 2011.07.01: Reducing Family Infighting with Estate Plan
- 2011.06.29: Dispelling Common Retirement Myths
- 2011.06.27: Marriage Equality May Change New York Estate Planning Needs for Same-Sex Couples
- 2011.06.24: Adult Children Often Remind Senior Parents of Estate Planning Importance
- 2011.06.22: New York Estate Planning Attorney Shares Common Estate Planning Mistakes
- 2011.06.20: Estate Planning May Be A Family Decision
- 2011.06.16: Succession Plans Are Essential for Family Businesses
- 2011.06.14: The Dynasty Trust May Keep Inheritance In the Family
- 2011.06.10: Many Forget to Include "Letter of Instruction" As Part of Estate Plan
- 2011.06.08: Cost of Nursing Home Care Increases Nationwide
- 2011.06.06: How to Take Advantage of New Tax Relief Act
- 2011.06.04: Parents Grapple with Effect of Inheritances and the Meaning of Money
- 2011.06.02: $100 Million Estate Finally Reaches Relatives After 92 Years
- 2011.05.31: Lack of a Will Leads to Controversy in Estate of NFL Legend Gene Upshaw
- 2011.05.29: Are Prenuptial Agreements for Everyone?
- 2011.05.27: High-Profile Example Highlights Need for Clarity in the Estate Planning Process
- 2011.05.25: Estate Planning is Particularly Important for Families with Autistic Children
- 2011.05.23: New York Estate Planning is Much More than Wills & Trusts
- 2011.05.21: Now Remains a Good Time for Baby Boomers to Conduct Estate Planning
- 2011.05.19: Not All New York Elder Law Attorneys Are Alike
- 2011.04.04: New Estate Tax Rules for 2011: Portability
- 2011.03.11: Surviving Spouse's Use of the Home in Second Marriages
- 2011.03.01: Prenuptial Agreements
- 2011.02.21: Life Insurance Audits
- 2011.02.11: "Nice" Lawyer Costs Family $300,000.00
- 2011.01.27: 1585 Points of Contact
- 2011.01.21: Recent article in Investor's Business Daily, provides 10 steps for picking a financial adviser.
- 2010.12.20: How Disclaimer Trusts Work
- 2010.12.13: 10 Tips for Helping Families with Special Needs
- 2010.11.03: The IRA Contract
- 2010.10.25: The Race to the Courthouse
- 2010.10.18: Estate Planning for Art Collections
- 2010.09.22: 55% Federal Estate Tax Rate Returns on 1/1/11
- 2010.09.14: Charitable Remainder Trust (CRT) as an Estate Planning Tool
- 2010.09.08: What is Elder Law Estate Planning?
- 2010.08.13: The Irrevocable Life Insurance Trust (ILIT)
- 2010.08.09: The Worst Estate Plan I Ever Saw
- 2010.06.28: "You Give Lawyers a Good Name"
- 2010.06.14: Singles and Couples Without Children - The Lawyer as co-Trustee
- 2010.06.07: Second Marriage Planning - The Lawyer as Co-Trustee
- 2010.05.13: Pitfalls of Will Planning
- 2010.05.03: The Stealth New York Estate Tax
- 2010.04.12: Using Living Trusts to Delay Distribution Until Children Mature
- 2010.03.19: Same Sex Couples and The GLBT Community
- 2010.03.12: What to Do About Children Who Can't Handle Money
- 2010.02.22: Estate Planning for Second Marriages - Thoughtfulness Required
- 2010.02.08: Converting IRA to Roth -- Wisdom of Solomon Required
- 2010.01.14: The Estate Tax Chess Match - We're All Pawns
