By Brian Figeroux, Esq. Trusts have long been regarded as essential tools for wealth management and protection. In New York State (NYS), where state laws impose high tax rates and extensive estate and inheritance planning requirements, trusts offer unique opportunities to safeguard assets, minimize taxes, and ensure financial security. This article explores how trusts work, […]
The holiday season is a time of reflection, gratitude, and generosity. It’s the perfect opportunity to consider how your estate planning can embody these values by supporting causes close to your heart. Incorporating charitable giving into your estate plan not only creates a meaningful legacy but also offers potential financial benefits for your loved ones […]
By Brian Figeroux, Esq. | Editorial credit: Vitalii Vodolazskyi / shutterstock.com Estate planning is the process of arranging how your assets, wealth, and personal wishes will be managed, transferred, or distributed after your death. In New York State (NYS), as in many other jurisdictions, proper estate planning ensures that your loved ones are protected, your […]