12 Mar 2020
0 Commentssecure act changes to retirement accounts
Beginning 2020, the “Secure Act” changes how beneficiaries may take distributions from qualified retirementMore
12 Mar 2020
0 CommentsBeginning 2020, the “Secure Act” changes how beneficiaries may take distributions from qualified retirementMore
25 Jan 2020
0 CommentsThe practical reality of dealing with a loved one’s death is often a catalyst for clients to get their own affairs More
9 Dec 2019
0 CommentsClients always want to know about trusts: what they are, how they work and why thereMore
18 Sep 2019
0 CommentsMany believe that having a Will is the only way to carry out their wishes as to whoMore
14 Jun 2019
0 CommentsLet’s say Mom is retired and pining for a new car. You know she can afford it. So to give her the push she needs,More
8 Mar 2019
0 CommentsThe Basic STAR exemption (less commonly known as the NY State School Tax Relief program) is availableMore
14 Sep 2018
3 CommentsUntil recently, many parents relied on home equity loans to pay for college. But, with last year’s tax law More
10 Jun 2018
0 CommentsAs a kid, I remember sleeping with my transistor radio tucked under my pillow. From there, More
19 Mar 2018
0 CommentsThe new tax law made sweeping changes on many fronts. The big change, especially More
10 Dec 2017
0 CommentsIt seems barely a week goes by that I don’t hear a story about theft of assets from seniors. While forensic accounting More
23 Jan 2017
8 CommentsProbate generically refers to the process of winding up one’s life affairs, and distributing property to loved ones. But as a legal matter, not all assets are distributed More
19 Jul 2020
0 Commentsspecific bequests
While leaving a specific gift sounds simple, a lot can change if you no longer own the item, replace it, More