New York’s estate tax rules catch many families off guard. Unlike the federal exemption, over $13 million per person, the New York State exemption is roughly $7
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The "Sandwich Generation" refers to adults who are simultaneously caring for aging parents while supporting their own children—often balancing career
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This case highlights the necessity of conducting annual financial reviews with a financial advisor to ensure that financial strategies align with changing
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In this article, we will explore the income tax and estate tax consequences of retirement location choices and delve into the impact of what some affectionately
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Additionally, this case study highlights the importance of proactive financial planning and education for all couples, regardless of who takes the lead in
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The Secure Act 2.0 eliminated the stretch IRA for non-spousal beneficiaries, impacting long-term tax planning for heirs. This case study delves into the
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I’m speaking to you from a personal perspective. One of the topics we speak to clients about is Long Term Care. It’s no secret that the cost of long-term care
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