What is Disclaimer Trust Planning?
Learn more about disclaimer trust planning and renunciations under New York state and Federal law.
Planning for Potential Future Tax Policy Changes
Here are 12 of the proposed tax changes from President Biden, and how they may affect your tax plan and/or estate plan.
What is an Internal Revenue Code Section 303 Stock Redemption? (Part 2)
Learn more about IRC Section 303 stock redemption qualification requirements and relation to previous estate tax laws.
What is an Internal Revenue Code Section 303 Stock Redemption? (Part 1)
Here is some information you need to know about Internal Revenue Code Section 303 stock redemptions.
Calculating Your Adjusted Gross Income (AGI)
Understanding your adjusted gross income (AGI) can help you with annual tax planning and long-term estate tax planning. Learn more…
How to Take Advantage of Non-Taxable Gifts
Before the year comes to an end, you may want to include non-taxable gifts as part of your estate plan to distribute your wealth in a tax-free environment.
