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Posts tagged "Estate Planning"

It's time to think about death and taxes

Nobody really likes to think about either death or taxes, but the two are heavily intertwined -- especially since the Tax Cuts and Jobs Act of 2017 went into effect. If you haven't spent some time reviewing your existing estate plans to see what changes should be made to minimize any tax consequences since then, you should.

Getting married? Have an estate planning talk with your intended

Getting married is exciting. There's a lot to talk about -- and a lot to plan. Once you get through picking a wedding venue and deciding where you're going to live, however, you and your future spouse need to talk about one more important thing: your estate plans.

How do you keep the kids from fighting over your estate?

You thought that the sibling rivalry between your children was pretty rough to handle when they were young but thought it would fade. Instead, your adult children have become more deeply entrenched in their rivalry than ever. In fact, they can be downright antagonistic toward each other.

Do you need to refine your estate plan?

It's that time of year again: You should review your estate plans to see if they still meet your needs. Estate planning is seldom a "one and done" type of experience. Because life is full of changes and surprises, it's smart to go over your plans every year around this time to make certain that they are complete.

Greenwich Office
25 Field Point RD
Greenwich, CT 06830

Phone: 203-661-5222 CT
Fax: 203-661-1197
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White Plains Office
1 North Lexington Avenue
Suite 701
White Plains, NY 10601

Phone: 914-397-2400 NY
Fax: 914-437-6354
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Bridgehampton Office
2317 Montauk Highway
Bridgehampton, NY 11932

Phone: 203-661-5222 CT
Fax: 203-661-1197
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Naples Office
500 Fifth Avenue South
Suite 526
Naples, FL 34102

Phone: 239-302-2768
Fax: 239-325-1813
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