by Christine | Mar 31, 2014 | Estate Law, Estate Planning, Wills |
To keep your will from “going wrong,” avoid these common mistakes. The intention of creating a will is so that your wishes will be carried out when you are no longer here. It's a pretty powerful document, no doubt! So what happens if there is a mistake in the...
by Christine | Mar 28, 2014 | Elder Law, Financial Planning, Retirement, Taxes |
A lot of things change in retirement, and your taxes are one of them. But they don't have to be so painful. There are a lot of variables in play when it comes to budgeting for retirement, to include ever lengthening life-spans and ever increasing medical bills. No...
by Christine | Mar 27, 2014 | Uncategorized |
Beware of these not-so-obvious expenses associated with executing a will. Choosing an executor of your estate involves great thought and a lot of planning. After all, their responsibility to settle your estate is not an easy task. In addition to the big task at hand,...
by Christine | Mar 21, 2014 | Estate Law, Estate Tax, State Law |
New York’s governor, Andrew M. Cuomo, took a step toward bringing the state’s estate tax in line with the federal one. And he is not alone among governors of cold-weather states (along with the District of Columbia) that have realized affluent residents are moving to...
by Christine | Mar 19, 2014 | Charitable Giving, Individual Retirement Accounts (IRA), Required Minimum Distribution (RMD), Retirement |
You were so helpful to me in September, clarifying the IRA charitable contribution. Do you know if the government is instituting that same contribution this year? We are well into tax season and planning for the upcoming year. Are you keeping up with the tax laws? As...
