Estate Planning

Estate Tax and Gift Tax Disadvantages for Non-Citizens in the U.S.

Estate planning is a critical process for anyone looking to secure their financial future and ensure that their assets are…

2 months ago

A Few Things To Know About American Inheritance Laws

Whether you're an expat adult beneficiary living abroad or a non-U.S. citizen who married the deceased, state planning becomes more…

1 year ago

Planning for Death or Planning for Life? — A Look at the Difference Between Wills and Trusts

The following article will briefly describe some of the important differences between a Will-based plan and a Trust-based plan, including…

2 years ago

The Importance of a Digital Estate Plan: Safeguarding Your Digital Assets for the Future

In our increasingly digital world, it's essential to consider the fate of your digital assets when planning for the future.…

2 years ago

The Benefits of Supplemental Needs Trusts in New York State: Ensuring a Secure Future for Disabled Individuals

When it comes to securing the future of a loved one with special needs, a supplemental needs trust (SNT) can…

2 years ago

Steps to Applying for Guardianship

The steps to applying for guardianship can be time-consuming and unclear. It will take some time to get through all…

3 years ago

Using ABLE Accounts to Supplement Needs

The Achieving a Better Life Experience (ABLE) Act allows tax-advantaged savings accounts to help people diagnosed with significant disabilities before age 26…

3 years ago

5 Tips for Effective Estate Planning for All Modern Seniors

Estate Planning is a serious process that shouldn't be taken lightly but done right. If you're a senior or are…

3 years ago

Making a Gift to Charity Through Your Estate: A Guide for New Yorkers

New York is bustling with current and aspiring philanthropists. Making gifts to charity is your chance to pass on your…

4 years ago

What Does It Mean to Say an Executor or Trustee Is a Fiduciary?

A fiduciary is an entity who has the legal obligation and power to act on behalf of someone else in…

4 years ago