Family Wealth and Estate Planning Articles
Posted by Cheryl A. Jankowski on January 09, 2023
The SECURE Act 2.0 signed into law on December 29, 2022 has several provisions impacting retirement savings including new rules on minimum distributions.
Posted by Amanda Wojtkowski on December 20, 2022
While a letter of instruction is not legally binding, it goes a long way to comfort loved ones and your last wishes.
Posted by Cheryl A. Jankowski on September 22, 2022
In light of the changes to the federal estate tax thresholds, income tax planning is now even more important. Also, consider that state tax laws including New York can impact your short and long term goals.