News & Insights

Bryan Drago Elevated to Partner

NEWS | January 20, 2021

Twomey, Latham, Shea, Kelley, Dubin & Quartararo, LLP has announced that Bryan Drago has been elevated to Partner. Mr. Drago’s legal practice focuses on estate planning, taxation, charitable giving and tax-exempt organizations, business succession planning, as...

Probate: What is it? Why to Avoid it and How

INSIGHTS | By: | July 15, 2020

Often times when I meet with clients one of their primary goals of implementing an estate plan is to avoid the “death tax.” I will share with you the same two pieces of good news I share with those clients. First, we do not have a “death tax” in the United States. It...

The New Tax Math for People Living in High-Tax States

NEWS | September 13, 2019

Daniel Bernard was quoted in a Wall Street Journal article in regard to people leaving states with high state and local taxes for states with low to no state and local tax states. Daniel was quoted as saying, “‘New York is very aggressive with residency audits. They...

Does My College Student Need a Health Care Proxy and Power of Attorney?

INSIGHTS | By: | July 2, 2019

Graduation season is upon us. Many recent high school graduates will be enjoying these next couple of months of summer vacation before heading off to college and beginning the next phase of their lives. Many view the end of high school as the beginning of adulthood....