Blog

How Are Trusts Taxed?

Regarding trusts and taxation, three main types of taxes often come up: income taxes, estate taxes, and generation-skipping taxes. For this discussion, we’ll focus solely on how trusts are taxed for income tax purposes, as this is often...
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Why a Supplemental Needs Trust is Crucial for Your Child’s Personal Injury Settlement

When a child with disabilities receives a personal injury settlement, parents often face a crucial decision: how to manage these funds without jeopardizing essential government benefits. I've helped many families protect their children's financial future through Supplemental Needs...
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How Does Probate Work in New York? A Guide to Navigating the Process

We’re tackling one of the more challenging legal processes that families face after the loss of a loved one: probate in New York. Probate is a court-supervised process that ensures a deceased person’s wishes are carried out as...
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Protecting Your Real Estate Legacy: Commercial Property in Your Estate Plan

If you own commercial property, you’ve likely spent years building and managing your real estate investments. I’ve guided many property owners through the complex process of including these valuable assets in their estate plans. The truth is that...
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My Family Member Went into a Nursing Home Unexpectedly—Now What?

We’re tackling a situation many families face with little warning: what to do when a family member unexpectedly enters a nursing home. If you’re in this situation, you may be overwhelmed by questions about costs, eligibility for assistance,...
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