News & Insights

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...

An Update From Twomey Latham To Our Clients and Friends

HOW THE LATEST COVID-19 NEWS CAN AFFECT YOU | March 17, 2020

Our firm, like so many other businesses in our area and around the country, has implemented a number of measures to protect the health of our clients and staff, and to continue to serve the needs of our clients during this difficult time.    With five offices located...

Associate Daniel R. Bernard Honored With 2019 Leadership In Law Award

NEWS | November 22, 2019

Daniel R. Bernard (right), Associate, Twomey Latham, Shea, Kelley, Dubin & Quartararo, LLP, accepts the Leadership in Law award from Alicia Jabbour (left), Associate Publisher, Long Island Business News, at the Leadership in Law award ceremony at the Crest Hollow...

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...

Florida Estate Administration

INSIGHTS | By: | July 30, 2019

I have written articles in the past pertaining to Florida estate and tax planning, “Estate Planning for Snowbirds” and “Domicile: A State Tax Consideration for Snowbirds” but what happens when a someone dies owning property Florida? The simple answer, is that, as in...