Revocable Living Trusts and Avoiding Probate

Clients are often advised by their financial planners and bankers to put beneficiaries on their accounts, in order to avoid probate. Having a beneficiary or transfer-on-death designation makes it easier and quicker for beneficiaries to access the assets when one passes away, but having...
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Changing Your Residency From New York to Florida

Are you considering becoming a Florida resident?  There are many factors to consider. Most people want to give up their residency in New York and change to Florida in order to avoid income taxes and the New York State estate tax.   People also make the change in order to qualify for the homestead exemption and...

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