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Amanda joined the Firm in January 2018 as a tax staff accountant after interning for the Firm in 2017. She is now a manager and specializes in tax compliance for individuals, trusts, and estates, and also provides tax services to privately held businesses and private foundations.
Daemen University, Master of Science, Professional Accountancy
Daemen University, Bachelor of Science, Professional Accountancy
American Institute of Certified Public Accoutants
New York State Society of Certified Public Accountants
- John T. Kennedy Award 2016, Junior with the Highest Overall Scholastic Average
Meals on Wheels, Volunteer
Amanda enjoys attending sporting events, especially Bandits and Sabres games, and traveling to St. Louis Cardinals games. One of her goals is to go to all 30 MLB stadiums, and she is already a third of the way there. She also loves all things Disney, with Disney World being her favorite place to vacation.
This article discusses five essential elements for effective estate planning, which are holistic coordination, current beneficiary designations, trust funding, correct asset titling, and ongoing plan review.
In estate planning, “tangible personal property” encompasses items like jewelry and antiques, which, despite their emotional value, can cause disputes among heirs. To prevent conflict, it’s advisable to designate specific items to particular beneficiaries in your will or trust.
Special needs trusts (SNTs) benefit children or other family members with disabilities that require extended-term care or that prevent them from being able to support themselves.
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