In this episode of Future Focused: Sophisticated Estate Planning, host Michael Clear sits down with Brian Lasher, Managing Director at Euclid Harding, to explore why planning so often stalls –…
Each year, thousands of taxpayers relocate for warmer weather, lower taxes or new opportunities. However, failure to properly change domicile can cost these taxpayers a hefty and unexpected tax bill. …
In the latest episode of Future Focused: Sophisticated Estate Planning, Michael Clear and Erin Nicholls discuss the implications of the OBBBA legislation on estate and gift planning strategies, including why…
On December 19, Governor Hochul vetoed legislation that would have amended the definition of certain terms contained within the New York LLC Transparency Act (NYLTA). The governor’s veto means the…
In this episode of Future Focused: Sophisticated Estate Planning, host Michael Clear welcomes back Dan Maloney, Senior Practice Manager, discussing the introduction of “Will Power,” an automation bot designed…
As the new year approaches, we present our annual year-end advisory for 2025. This edition highlights noteworthy estate and gift tax changes and outlines planning opportunities for year-end and beyond.
In this episode, host Michael Clear is joined by Matt Brown, a Litigation Partner at Wiggin and Dana, to explore the human side of probate litigation. Their conversation sheds…
This memorandum is designed to outline some of the basic administrative steps to be followed by the Trustee of an irrevocable life insurance trust (hereinafter referred to as an “ILIT”…
Assets that you own at your death are included in your taxable estate. Lifetime gifting offers an excellent opportunity to remove assets from your taxable estate, yet it is often…
Many of our clients want to facilitate their child’s purchase of a home. In doing so, there are several options to consider:
Loan the child some or all of the…
