You may need to reevaluate some elements of your estate plan in light of the coronavirus pandemic. There are unique aspects of this crisis that your current estate planning documents may not be suited to handle. The language in some estate planning documents that is...
While it is important to have an updated estate plan, there is a lot of information that your heirs should know that doesn’t necessarily fit into a will, trust or other components of an estate plan. The solution is a letter of instruction, which can provide your...
Included in the recently passed New York State 2020 State budget Bill are drastic changes that significantly affect eligibility for New York Community Medicaid – commonly used to obtain aides to assist with daily living. As of an anticipated start date of October 1,...
IRS Gearing Up to Shut Door on Huge Discounts The window may be rapidly closing for wealthy families to take advantage of valuation discounts when transferring interests in family entities. At the American Bar Association’s Section of Taxation meeting in May, IRS tax...
On Thursday, September 11th, 2014, Greenwald Weiss Attorneys at Law, LLC, a law firm focused on estate planning with offices in Brooklyn, NY and Lakewood, NJ, in conjunction with the Lakewood Courtyard, hosted an event entitled “Essential Planning” at the Lakewood...
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