The Potential Effect of the 2020 Election on Estate Tax Planning
We are now less than one week away from Election Day 2020. In fact millions of people have already cast their ballots in early voting and through the mail. There...
New York Paid Sick Leave Law
Effective September 30, 2020, all New York State employers will have to comply with the requirements of the New York Sick Leave law introduced as part of the New...
Estate Planning Under the SECURE Act: Do I Need to Update My Estate Plan?
In December 2019 President Donald Trump signed into law the Secure Act, which is a misleading acronym, in that “secure” stands for “Setting Every Community Up for...
Estate Planning with Qualified Opportunity Zones
Fans of the Showtime series “Billions” may recall seeing in episode four of season five, aptly entitled “Opportunity Zone”, the show’s protagonist, Bobby “Axe”...
Probate: What is it? Why to Avoid it and How
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...
UPDATE: Remote Execution of Estate Planning Documents During the Novel Coronavirus Pandemic
This article is an update to Daniel R. Bernard's April 10, 2020 article entitled, “Remote Execution of Estate Planning Documents During the Novel Coronavirus...
SECURE ACT – SETTING EVERY COMMUNITY UP FOR RETIREMENT ENHANCEMENT
2019 ended with President Trump signing a spending bill funding the federal government through Fiscal Year 2020. Included with the spending bill is the Setting...
No Need to Fear a Federal Claw Back
By Daniel R. Bernard, Esq. In December 2017 President Donald J. Trump signed into law the Tax Cuts and Jobs Act (the “TCJA”). Among other provisions, the TCJA...
What is QPRT?
It is not uncommon for someone to transfer their personal residence into a trust. Many people may be familiar with the concept of transferring their personal...
New York 2020 Employment Updates
A series of new laws in New York are set to impact employers and workers across the state in 2020. New York Labor Law §203-e On November 8, 2019 Governor Andrew...
Dying Without A Will: Where Will My Things Go?
The week of October 21-28, 2019 is National Estate Planning Awareness Week. The purpose of National Estate Planning Awareness Week is to educate the public about...
Prenuptial Agreements and Estate Planning
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...
