News & Resources

In estate planning, understanding tax basis isn’t just helpful—it’s essential. The way basis is calculated can dramatically affect how much your beneficiaries pay in capital gains tax when they sell inherited or gifted

New York has officially joined a growing number of states permitting electronic wills—but that does not mean it was a wise move. On December 12, the New York Electronic Wills Act, were signed into law, which will go into...

When a loved one passes away, settling their estate can be one of the most emotional and complicated experiences a family faces. Even when a will is in place, dividing property among heirs isn’t always simple — especially

Trusts are among the most powerful tools in estate planning — but they also create some of the most misunderstood tax consequences. Understanding how trusts are taxed can make the difference between a smooth estate plan and

When you create a revocable living trust, one of the most important decisions you’ll make is who will serve as your successor trustee — the person who steps in to manage your trust if you become incapacitated or after you