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Minimizing or eliminating taxes on an estate during life and at death is complicated. There are several taxes to consider.

Last month, we discussed the expiration of the current federal estate tax exemption which was part of the 2017 Tax Cuts and Jobs Act (TCJA). We believe this sunset provision will be rendered moot by the passing of a new comprehensive tax bill. 

Even for estates that may not be taxable today, planning ahead can provide significant tax savings and peace of mind.

Scams come in all shapes and sizes, from text messages from someone purporting to be one of your loved ones, to a phone call alleging they work for your bank, to dating apps or online scams.

Medical aid in dying is not permitted by New York State law just yet, but it is making its way through the state legislature.

The right of survivorship is very powerful and extremely difficult to challenge.

A bypass trust—also known as a credit shelter trust—is a type of trust commonly used in estate tax planning for married couples.

Crypto is a system of digital tokens that can be used as a currency between individuals in an online marketplace.

Most municipalities reassess property taxes annually regardless of who or what currently owns a property—a person, a business, a revocable trust, or an irrevocable trust.

The biggest concern that most have when they are in need of long-term nursing home care is that their primary residence will not be protected. This may or may not be true.