You've got a Manhattan condo, a Brownsville rental that's about to sell at a gain, a partnership K-1 arriving late,
A New York family office is sitting on a familiar decision. The family's estate is substantial, a large portion of
A disclaimer trust uses a federal qualified disclaimer under IRC § 2518, made within nine months of the transfer, so
You may already have a will, revocable trust, and neatly organized investment accounts. That doesn't mean your estate plan will
You're earning more than ever, but your financial life may still feel strangely improvised. A bonus arrives, equity compensation vests,
Among households with more than $25 million in net worth, 90% have consulted an estate planner, estate attorney, or family
Your parents want to help the next generation, the grandchildren already live in Queens, and somebody in the family has
You probably have a company that looks healthy on paper, but the number buyers care about is tied up in
A lot of New York families with real wealth are walking around with a false sense of completion. They signed
You may be sitting on an asset that has grown faster than you expected. A concentrated stock position. A carried
