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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Today, we talk about ERISA rule. Let’s say Mr. Smith names his two kids as beneficiaries of his company’s 401(k) retirement plan.
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