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Isabella is a manager in the tax department, providing tax compliance and planning services to a variety of commercial businesses and individuals. While a student at Daemen University, she served as chief editor to the school’s literary magazine. Prior to joining Lumsden McCormick, Isabella had experience working at a local accounting firm.
Daemen University, Master of Science, Professional Accountancy
Daemen University, Bachelor of Science, Professional Accountancy
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
Grassroots Gardens of WNY, Treasurer
Isabella enjoys reading and supporting Buffalo’s local theater and art community.
As our lives become increasingly digital, estate planning must evolve to keep pace. Here are answers to a few common questions about estate planning for your digital assets.
The gift tax annual exclusion lets you give up to $19,000 per recipient in 2025 (and 2026) tax-free, helping reduce your estate tax liability. Married couples can double this amount through split gifts, but remember the deadline is December 31 and certain gifts require IRS reporting. For larger gifts, you can use your lifetime exemption, and some payments—like tuition or medical expenses made directly—are always tax-free.
A residuary clause in a will ensures that any assets not specifically mentioned—such as forgotten accounts or newly acquired property—are distributed according to your wishes. Without it, those assets may be subject to state intestacy laws, potentially leading to legal complications and family disputes. Including this clause adds flexibility and peace of mind by safeguarding your estate against future uncertainties.
