Wednesday, October 5, 2022
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Tag: Estate Planning

Smith Legacy Law opens in Greenwich; offers trust and estate planning...

"There are not a lot of trust and estate litigators that have deep planning experience, or vice versa, and not a lot of law firms that do both, so we are unique in that regard," said Jason Smith. "We have a familiar, excellent bench of very seasoned professionals who contribute a lot to both sides of the house.”

People’s United Advisors, citing recent turmoil, urges wealth management updates

"We view financial planning as a process that goes way beyond just investments," said People's United Advisors' Zuzana K. Brochu.

Anthony J. Enea: Tax reform and the importance of long-term care...

The new law allows the heirs and beneficiaries of the decedent to receive the property inherited at its fair market value on date of death, thus being able to avoid capital gains taxes unless the property or assets are sold for more than their date-of-death fair market value.

Column: Meeting with family about estate planning

Keeping estate planning and the lines of communication open now prevents misunderstandings and hurt loved ones later.

Column: Family businesses need succession plan

Want your family business to go on with the next generation? Start planning the transition now.

Column: Blended families need estate planning

People with blended families can face complex estate planning challenges. Protect your spouse and children and get started now.

Legal impacts of a mobile lifestyle

While it’s simple to buy a plane ticket and have the mail forwarded, legal documents don’t always cross state lines so easily. Differences in state law can have big implications for estate planning and long-term care, Bernard A. Krooks writes.

The state of the estate tax and why planning remains critical

Westport attorney Shelby L. Wilson of Berchem, Moses & Devlin P.C. writes on the federal estate tax and the importance of planning in the wake of the fiscal cliff legislation passed in early January.

Financial planner takes integrated approach

Palisades Hudson Financial Group, which has grown from one person to 21 in 20 years, looks at the big picture when it comes to managing finances.

Death and taxes

With the Bush tax cuts set to expire, individuals need to review their fiscal strategies to avoid steep estate taxes.

Administering Assets

Westchester County’s 11th annual Senior Law Day draws hundreds.