News & Insights

Planned Giving Panel Discussion At LongHouse Reserve

COMMUNITY INVOLVEMENT | October 22, 2019

On Saturday, October 19th, John Shea, Senior Partner, and Bernadette Tuthill, an Associate with the Firm’s Trust and Estate Department, were joined by accountant Ron Farnworth, President of Kandell Farnworth & Pubins CPAs, for a panel presentation to members and...

Associate Daniel R. Bernard Guest On “Law You Should Know” Podcast

NEWS | October 22, 2019

Associate Daniel R. Bernard, an attorney licensed in both New York and Florida, recently appeared on the “Law You Should Know” radio show and podcast, to discuss estate planning considerations for snowbirds. Daniel and host, Kenneth Landau, addressed such topics as...

Prenuptial Agreements and Estate Planning

INSIGHTS | By: | October 16, 2019

A prenuptial agreement can conjure in people the thought of a wealthy person marrying a not so wealthy person, or celebrities marrying each other, or an older spouse marrying a younger spouse. Some people have a pessimistic outlook on prenuptial agreements, and see...

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...