COVID-19 Update:

We are still available and able to have teleconference or video conference consultations

August 13, 2020


Estate Planning for those in 2nd Marriages in New York

For those in second marriages, Estate Planning can pose many different issues. This is because spouses may have to provide for their new spouse, their new spouse’s children, and their own children from the previous marriage. If you are marrying later in life and already have substantial assets, this can make the situation even more […]

Trusts and Taxes

Grantor Trusts Any Trust which is created by an individual and where the individual transfers assets to the trust and the assets remain in the trust for the lifetime enjoyment of that individual. The Individual is referred to as the Grantor. Examples of Grantor Trusts and the various Tax implications of each Revocable Trust – […]