Estate Tax

The new laws for the estate tax in New York are going to benefit a lot of state citizens in the upper middle class, many of whom have worked over the course of a lifetime to accumulate their wealth. Not everyone will benefit from the laws, however, as the financial "cliff" included in the [...]

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Estate Tax

A number of people make the assumption that they do not need to worry about estate planning, particularly if their estate will be under $5 million, the federal exemption. However, while an estate below this level will not necessarily incur any federal taxes, there are a number of other benefits [...]

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Estate Tax

The Internet has made it easier for individuals to produce their own documents. Please note I used the word “produce” and not “prepare” because Do It Yourself (DIY) does not always equate to a good result. The Florida Supreme Court ruled recently that a 2004 E-Z Legal Form (“Form”), which did [...]

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