-
Newsletter
With Recent Court Decision, Out-of-State Owners of New York Houses Can Breathe Easier
IRS Extends Deadline for Making Portability Election
Rising Interest Rates Have Important Estate-Planning Implications
July 2022
-
Newsletter
Top Ten Estate Planning Recommendations before the End of 2020
Spousal Lifetime Access Trusts – ("SLATS")
October 2020
-
Awards and Recognition
July 13, 2020
-
News
Stephanie Heilborn is quoted in an article about high net-worth individuals in New York preparing for the Presidential election in November.
From CityWealth
on February 5, 2020
-
Newsletter
Estate, Gift and GST Tax Update
What This Means for Your Current Will, Revocable Trust and Estate Plan
Gift Tax Update
Exploit the Gift Tax Annual Exclusion Amount
2019 Gift Tax Returns
Make Sure that You Take Your IRA Required Minimum Distributions by December 31, 2019
New Jersey Estate Tax Was Eliminated on January 1, 2018
New York Raises Basic Exclusion Amount to $5,850,000
Connecticut Estate Planning Updates
Are Stretch Inherited IRAs in Danger?
Implications of the SECURE Act on Estate Planning With Retirement Accounts
December 2019
-
Press Release
December 12, 2018
-
Press Release
November 1, 2018
-
News
Stephanie Heilborn is quoted in an article on the tax implications of the royal wedding for Meghan Markle.
From Sunday Times
on April 28, 2018
-
Awards and Recognition
September 19, 2017
-
Press Release
June 8, 2017