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Consider Estate Planning Charitable Gifting On Giving Tuesday 2024
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.
A pooled income trust is a type of supplemental needs trust that is used to shelter the excess income of a Medicaid recipient.
A small number of participants whose plan has been terminated for 2025 will not be automatically assigned to a new plan.
Though marital trusts and bypass trusts differ in detail, together they serve as a power tool for married couples' looking to shield their assets from estate taxes.
Medicare covers up to 100 days at a skilled nursing facility. Learn more about what qualifies for coverage and what doesn't.
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.
In The Media
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De-Clutter Your Life!
This past Tuesday, October 27th 2015, over 35 of our clients joined us for the “Retired Senior Volunteer Program” (RSVP) presentation on De-Cluttering your life. RSVP’s mission is to provide diverse volunteer opportunities for people 55 and older.
October 30, 2015 -
Nancy Burner & Associates, P.C. Attorneys Named to the 2015 New York Super Lawyers list
We are pleased to announce that Nancy Burner, Esq. has been selected to the 2015 New York Super Lawyers list for an eighth year. Additionally, Britt Burner, Esq. and Robin Daleo Burner, Esq. have been honored as Super Lawyers Rising Stars.
October 21, 2015 -
Nancy Burner has been named by “New York Super Lawyers” magazine as one of the top attorneys in the State of New York for 2013
Nancy Burner has been named by New York Super Lawyers magazine as one of the top attorneys in the state of New York for 2013. Only five percent of the lawyers in the state are named by Super Lawyers.
February 21, 2014
Our Blog
In this guest post by Maria Torroella Carney, MD, FACP, learn what contributes to aging and what can be done to encourage healthy aging.
Partner Britt Burner, Esq. explains how often to review your estate planning documents and the life changes that may prompt a review.
According to multiple published reports, comedian Jay Leno is asking a California court to grant him authority over the financial affairs of his wife Mavis, who is apparently suffering from severe dementia.
In his first Law Day address, New York’s Chief Judge complained of the steady erosion of civics knowledge, and the resultant decline in civility, warning that, “The Framers knew that the consequence of constitutional ignorance, and being guided by passion rather than reason, was armed mobs.”
In this season of gratitude, it’s appropriate to recall the “four freedoms” — freedom of speech, freedom of worship, freedom from fear, and freedom from want — articulated by President Franklin D. Roosevelt at the threshold of World War II and illustrated so memorably in Norman Rockwell’s iconic renditions.
“If I am not for myself, who will be for me? If I am not for others, what am I? And if not now, when?” – Rabbi Hillel
