by clover_1xhypr | Jan 20, 2026 | Estate Planning, Taxation, Wills
Time is of the Essence for High-Net Worth Estates Potential Changes in Estate Tax Laws You may have heard about the most recent House proposal in September, 2021 that addresses changes to the tax law, which will cover the costs of a massive ($3.5 trillion) proposed...
by clover_1xhypr | Jan 19, 2026 | Trustee, Trusts, Wills
When to Review or Revise your Estate Documents There are certain times when you should consider reviewing your estate documents to determine if they still meet your needs. Sometimes it is based on specific relationship and life events, such as marriage, divorce,...
by clover_1xhypr | Jan 19, 2026 | Health Care Proxy, Power of Attorney
Estate Planning for Young Adults and College Students Congratulations! You graduated high school or college and are ready to start adulting. Moving into your new dorm. Meeting or seeing new friends. Long days and nights studying. Fun on the weekends – of course! ...
by clover_1xhypr | Jan 16, 2026 | Power of Attorney, Wills
New York State Enacts NEW Power of Attorney Form Effective June 13, 2021, New York State will have a new Power of Attorney form. This is a significant change to the existing from, which was last revised in 2010. The goal of the new document is to make the signing...
by clover_1xhypr | Jan 16, 2026 | Wills
Tangible Personal Property in Wills Most of us have heard of the Residuary (or Remainder) Estate. This indicates who receives your entire remaining estate after debts and expenses are paid, and after prior bequests are satisfied. A common prior bequest is one of...
by clover_1xhypr | Jan 14, 2026 | Estate Planning, Trusts, Wills
How Your Estate Planning Can Help Charities You Care About Making a gift to a charitable organization is a meaningful and impactful decision – one that can benefit both the causes you care about and your financial and estate planning goals. While the decision of how...
