The past few years have seen a number of significant changes in estate tax law; so much so that estate planners—as well as anyone with a will, trust, or estate plan themselves—have had to stay on their toes! The most significant event in recent estate tax history was...
Do You Know How Much Your 401(k) Is REALLY Costing You?
Do you know how much your 401(k) is costing you? Are you sure? What most people don’t know is that many employees with “free” retirement plans through an employer actually pay a number of hidden fees. According to a recent article in the Huffington Post, “71 percent...
Republican Primary Inspires Discussion of Trusts
If you follow current events at all it is impossible to ignore the fact that we are now in the thick of the Republican primary race—and that the Presidential election will not be far behind. With the political machine in full swing there have been quite a few news...
Good News for Retirement Savings in 2012
The past few years have been very hard on retirement savings. As if the devastating impact of the economic crash on retirement assets wasn’t enough, many people weren’t able to sock away nearly as much as they’d like during the lean years that followed the crash. But...
Executors of 2010 Estates Have Until Nov. 15 to Make Estate Tax Decisions
Everyone will remember the “wonderful boon” that was the 2010 estate tax repeal, which (in theory) allowed decedents to pass on their assets free of any estate taxes. However, the situation was complicated in December of 2010 when, as this article in Bloomberg puts...
New York Becomes 29th State to Pass Alert System for Vulnerable Adults Legislation
Last month saw some good news for seniors and their families in the state of New York. State Governor Andrew Cuomo announced on his website that he “signed a law to create a statewide alert system for missing vulnerable adults, similar to the nationwide Amber Alert...
After A Tempestuous Life Amy Winehouse Leaves Clear and Certain Will
Following the death of British singer Amy Winehouse there have been a number of news stories and blog posts about her turbulent career and the last few years of her life. In the midst of all this scrutiny, perhaps the most surprising discovery is the fact that...
As Priorities Change, So Does Your Estate Plan
Estate plans have been changing quite a bit over the past few years, not only because of changing laws and new tools for protecting your assets and your heirs, but also because our priorities as a society are changing and growing. A recent article in the Wall Street...
“Trouble” Helmsley Makes Headlines One Last Time
The recent announcement of the death of “Trouble,” the famous canine heir of Leona Helmsley’s fortune, has made the issue of pet trusts once again headline news—something which is likely to bring positive results to pets all over the country. According to this article...
Icon, Businesswoman, Philanthropist—What Happens Now to Elizabeth Taylor’s Fortune?
The recent passing of Elizabeth Taylor has many wondering what will now happen with Ms. Taylor’s sizeable fortune? According to this article in Forbes Ms. Taylor’s fortune includes not only the millions she made in the Hollywood movie industry, but the even greater...
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