Author: Stefan Dunkelgrun
-
How Are Trusts Taxed?
Read more: How Are Trusts Taxed?Trusts are among the most powerful tools in estate planning — but they also create some of the most misunderstood tax consequences. Understanding how trusts are taxed can make the difference between…
-
What to Do When a Trust Is Missing
Read more: What to Do When a Trust Is MissingIf you find yourself in the unsettling situation of not being able to locate the trust document for a trust that should exist (or is reported to exist) under New York law,…
-
What to Tell Your Successor Trustee
Read more: What to Tell Your Successor TrusteeWhen you create a revocable living trust, one of the most important decisions you’ll make is who will serve as your successor trustee — the person who steps in to manage your…
-
Estate Planning in Rockland County: What Every Resident Should Know
Read more: Estate Planning in Rockland County: What Every Resident Should KnowWhen most people think about estate planning, they picture something reserved for the wealthy or elderly. But the truth is, every adult in Rockland County—whether you’re 28 or 82—can benefit from a…
-
Why You Shouldn’t use AI for Legal Advice or Legal Documents
Read more: Why You Shouldn’t use AI for Legal Advice or Legal DocumentsIn today’s digital world, it’s easier than ever to turn to artificial intelligence (AI) tools and chatbots like ChatGPT or online legal document generators when you need legal help. From online will…
-
The Key Players in Estate Planning: Roles of Attorneys, Financial Advisors, Accountants, and Other Professionals
Read more: The Key Players in Estate Planning: Roles of Attorneys, Financial Advisors, Accountants, and Other ProfessionalsEstate planning is far more than writing a will or naming beneficiaries — it’s a comprehensive strategy designed to protect your family, minimize taxes, ensure your wishes are honored, and preserve your…