Trusts & Estates

Lower Stock Prices’ Silver Lining: Good Time to Gift Assets
April 2, 2020 | Jeffrey S. Greener | Trusts & Estates | Tax
The recent stock market volatility due to the coronavirus has understandably caused concern. When the market drops, however, it presents a great estate planning opportunity. Then, it’s the perfect time to gift assets to loved ones at a significant discount, something that would not have been possible even one month ago. Lower stock prices allow …
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An Important Message during Difficult Times
March 30, 2020 | Jeffrey S. Greener | Trusts & Estates | Tax
Friends and colleagues- My thoughts are with you during these uncertain times. First and foremost, I want you and your family to stay safe and healthy. Social distancing is a small price to pay for guarding the wellness of our most vulnerable. Second, I am sure you are anxious about your health and the health …
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Gov. Cuomo Orders Remote Notarization of Legal Documents
March 20, 2020 | Wendy Hoey Sheinberg | Trusts & Estates
The current health crisis has highlighted the need for many people to put their affairs in order. The New York State Government is doing its part to make this easier in this era of social distancing. Governor Cuomo, by Executive Order dated March 19, 2020, has permitted documents to be notarized via remote video conferencing. …
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Minding Your Business: Succession Planning for Business Owners
March 4, 2020 | Stella Lellos | Wendy Hoey Sheinberg | Trusts & Estates | Corporate
Business owners are driven, focused, goal-oriented people, who have achieved success by keeping their eyes on the ball at all times. Running a successful business, however, goes beyond running a business day to day. It means having the ability to grow in strong markets, reacting to industry downturn, and most importantly, planning for unforeseen events, …
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Caregiving Is Too Big a Job to Go It Alone
February 4, 2020 | Wendy Hoey Sheinberg | Trusts & Estates
Although caring for a loved one is a privilege, being a caregiver is not easy. Without proper support, care-giving can consume nearly every moment of life. Often caregivers shoulder the responsibilities alone, and these responsibilities generally increase over time. Caregivers often feel that asking for help means that they are not being a good child …
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New Year, New You, New Tax Laws
January 3, 2020 | Trusts & Estates
A new law, which took effect on January 1, 2020, will change the tax treatment of retirement savings. The SECURE Act was signed by the President on December 20, 2019, and became Public Law No: 116-94[1]. The revised sections of the tax code make significant changes to the laws governing retirement savings. Many of the …
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Home for the Holidays? Mind Your Elders
December 2, 2019 | Wendy Hoey Sheinberg | Trusts & Estates
Going home for the holidays means different things to different people. If your plans involve older relatives, the holidays can provide insights that can help avoid disaster. It can be hard to know when and how to raise delicate age-related issues with your parents. How do you tell the person who taught you everything that …
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Even the Best-Laid (Estate) Plans Sometimes Must Change
September 20, 2019 | Wendy Hoey Sheinberg | Trusts & Estates
Despite the common misconception, estate planning is not only for the super-rich. At its core, proper estate planning ensures that your needs and those of your family will be met, now and in the future. A comprehensive estate plan will anticipate your lifetime needs as well as the distribution of your assets after your death. …
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Estate Planning for Parents of a Special-Needs Child
August 9, 2019 | Wendy Hoey Sheinberg | Trusts & Estates
Things can change in the blink of an eye. A healthy pregnancy turns into a difficult delivery, resulting in developmental disabilities. Your child’s accident leaves him with a traumatic brain injury, rendering him unable to manage independently. How can you plan for your child’s future when there are so many immediate problems to contend with? …
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Sending Your Kids off to College When You’re No Longer the Boss of Them
July 1, 2019 | Wendy Hoey Sheinberg | Trusts & Estates
It seems like five minutes ago you were teaching your children to play peek-a-boo, and now you’re sending them off to college. Along with laptops, textbooks and dorm furnishings, there’s one item no student should be without – a healthcare proxy. Why might college students need this legal document, intended to help loved ones make …
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