The Hidden Tax Traps Lurking in Your Estate Plan
2025-03-10 Estate planning isn't just about passing on assets—it’s about avoiding costly tax pitfalls. Learn how strategic planning can help your loved ones avoid excessive estate, capital gains, and retirement account taxes.
Estate Planning Lessons from Influential Women
2025-03-03 Women throughout history have played a vital role in shaping financial legacies. Learn three key estate planning lessons from inspiring women—Madam C.J. Walker, Eleanor Roosevelt, and Oprah Winfrey—to protect your wealth, values, and legacy.
Essential Incapacity Documents for Your 18-year-old Child
2025-02-10 As your child turns 18 and prepares for college, it is crucial to have incapacity documents such as Healthcare Power of Attorney, HIPAA Authorization, Durable Power of Attorney, Living Will, and FERPA Release in place. These documents ensure that tru...
Unlocking Tax Secrets: Taxation Options for NYS LLCs
2025-02-06 Learn about the various taxation options available for Limited Liability Companies (LLCs) in New York (NYS). We cover the default classifications of disregarded entity and partnership, as well as the elective classifications of S-Corporation (S-Corp)...
Why 18 Is Too Young: Smarter Options for Your Kids' Inheritance
2025-02-04 Ensure your children receive their inheritance in a way that supports their long-term well-being. Learn about lump sums, staggered distributions, and lifetime asset protection trusts to support their long-term well-being.

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