by admin | Mar 13, 2024 | Estate Plan, Estate Planning
SETAUKET, NEW YORK — In 2017, then-President Donald J. Trump enacted the Tax Cuts and Jobs Act of 2017. As part of this legislative package, single high-net-worth individuals were able to exempt the first $13 million from their taxes and couples could do the same at...
by admin | Sep 21, 2023 | Estate Plan
When people think about how to divide their property when they pass away, they tend to think of more traditional forms of assets: bank accounts, homes, cars, heirlooms, and so on. However, there are some less traditional assets that can be easily missed, but which are...
by admin | Jul 25, 2023 | Estate Plan
If you have a loved one with special needs that you are responsible for, you may be worried about what may happen if you are no longer there to care for them. Fortunately, there are a few things you can do to ensure a dependent with special needs will be taken care...
by admin | Sep 12, 2022 | Estate Plan, Estate Planning
If you are getting older and already have an estate plan in place, you may think you are prepared for whatever is coming. However, depending on your circumstances, it may be time to review your estate plan to ensure it does everything you need (or want) it to do. Here...
by admin | Jun 7, 2022 | Estate Plan
The process of estate planning can be complicated at the best of times, and that complexity can lead to some serious potential problems. If you are not careful, you can cause legal and financial problems for you and your loved ones that may need to be sorted out long...
by admin | Apr 29, 2022 | Estate Plan
For people who are in the process of planning their estate, they may consider the importance of advance directives such as the power of attorney. When implemented correctly, it can be an essential tool to protect your personal interests if you ever become unable to...
Recent Comments