Can Executor Take the Money and Run?

“Succession planning involves accounting for the worst-case scenario. Without accounting for these risks, your plan could fail, require expensive litigation or jeopardize the family farm.”

What are the Tax Brackets for Next Year?

“People pay many different kinds of taxes. You file an income tax return every spring, pay sales taxes when you buy things and pay property taxes if you own a home. These taxes apply to nearly everyone.”

Giving to My Favorite Charity in Estate Plan

“Some people choose, upon their passing, to give their inheritance to a specific charity or organization. The great news is you don’t need a famous surname to give like a philanthropist.”

Who Will Get a $40 Million Estate in New York?

“A decade after his death, the $40 million estate of Holocaust survivor and Staten Island developer Roman Blum has yet to be resolved — and the vast fortune is shrinking as his would-be heirs battle for their piece of the pie.”

Why Do I Need an Estate Plan?

“Don’t leave your family to fight over your belongings if something happens to you. Having a plan in place can help them grieve in peace.”

What’s an Annuity?

“A joint and survivor annuity provides lifetime income payments for an annuity owner and their survivor. You contribute a lump sum of money to the joint and survivor annuity and can usually start receiving income almost immediately.”

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