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The Transfer on Death Deed is a provision under New York State Real Property Law that provides property owners with the ability to designate beneficiaries who will inherit real property upon their passing, bypassing the probate process.

The filing requirements imposed on owners of corporate entities by the Corporate Transparency Act (CTA) are currently suspended.

Gifting can be gratifying and can also provide an income tax benefit as the year comes to a close. Learn more about how much you can gift tax free this holiday season.

There are several ways one can make a charitable gift as part of their estate plan. First and foremost, you can always give during life.

While a trust technically becomes the owner of your home when you sign a deed transferring ownership to a grantor trust, rest assured that you will still receive the same real estate tax exemptions and/or benefits that you received when your home was owned in your individual name.

Whether a trust or last will and testament (“will”) is better for you is dependent on your assets, circumstances, and personal goals. Every person is different and therefore every estate plan should be tailored to the individual.

Naming a child on your bank accounts can lead to numerous consequences, including potential costly estate litigation.

Engaging in estate planning now can ensure that upon incapacitation or death, your assets will be transitioned smoothly to your beneficiaries.

Learn what a descendants trust is and how it can help protect beneficiaries in the future from bad financial decisions, divorce, and more.

The Corporate Transparency Act requires most entities to report “beneficial owners” and those who have substantial control or decision-making authority.