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December 2018 Archives

The importance of 'keeping it real' in estate planning

The major holiday gift giving period is largely over. Hopefully you got all that you hoped for. In some families, some fun may have been had by exchanging so-called white elephant gifts. What that means is that someone might have wound up with one of late Uncle Murd's special collectibles, like the "Oh, So Comfy" Dachshund plate.

Holiday family gatherings are great opportunities for discussing future plans

December offers many opportunities for family to gather and celebrate the holiday season. It's also a time when adult children, dispersed by life's demands, often return under the same roof as their aging parents. While it's still wise to avoid discussing politics and religion at the table, it can be the perfect time to bring up practical issues concerning plans for the future.

Year-end business radar should include a tax advantage sweep

Headlines at the end of 2017 heralded passage of the Tax Cuts and Jobs Act. Many of the provisions of that law carry implications as we close out 2018. As a New York business owner, are you up to speed on the implications of the reforms for your situation?

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