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Family Wealth and Estate Planning Articles

 

Tax Rules of Making Bequests or Lifetime Gifts

Tax Rules of Making Bequests or Lifetime Gifts

Posted by Robert Ingrasci on January 20, 2023

Bequests and Lifetime Gifts are not the same; understanding the tax aspects may help you make a decision that is more advantageous.

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Strategy for Donating Appreciated Assets

Strategy for Donating Appreciated Assets

Posted by Robert Ingrasci on January 09, 2023

Donating appreciated assets is a better strategy than donating cash.

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Newly Signed SECURE Act 2.0 Updates Minimum Distribution Rules

Newly Signed SECURE Act 2.0 Updates Minimum Distribution Rules

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.

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Consider a Psychiatric Advance Directive

Consider a Psychiatric Advance Directive

Posted by D’Marie Murray on January 04, 2023

Understanding the difference between a psychiatric advance directive, health care directives, and power of attorney.

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Communicate Last Wishes in a Letter of Instruction

Communicate Last Wishes in a Letter of Instruction

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.

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Springing Power of Attorney Defined

Springing Power of Attorney Defined

Posted by Robert Ingrasci on December 20, 2022

A power of attorney (POA) is an essential component of estate planning.  What’s not so common is the differences between a springing or nonspringing POA.

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Estate Planning Goals with FAST

Estate Planning Goals with FAST

Posted by Isabella Newman on December 02, 2022

Want to secure the educational goals of your heirs, encourage philanthropy, and manage wealth?  A Family Advancement Sustainability Trust (FAST) may be an option you consider as part of your estate plan.

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Understanding Spousal Inheritance Rights

Understanding Spousal Inheritance Rights

Posted by Cheryl A. Jankowski on November 28, 2022

Whether your first or second marriage understanding spousal property rights will help you properly plan and provide for multiple heirs and families.

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Life Insurance and Charitable Remainder Trusts

Life Insurance and Charitable Remainder Trusts

Posted by Robert Ingrasci on October 20, 2022

Understand the role of a Charitable Remainder Trust in your estate plan and how life insurance plays a role.

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Income Tax Planning in Light of Increased Federal Estate Tax Exemption

Income Tax Planning in Light of Increased Federal Estate Tax Exemption

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.

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