Estate of Evelyn Seiden: New York Strikes Back!

Sharon L. Klein |
Wealth Planning

This article reprint was recently published in Steve Leimberg’s Estate Planning Newsletter.A New York court has found that a QTIP Trust, created for New York purposes in 2010 when the estate was not subject to federal estate tax, was not includable in the estate of the surviving spouse for New York estate tax purposes. See a discussion of that case in Steve Leimberg’s Estate Planning Newsletter #2676.


A Strategic Approach to Buying a Yacht

Wealth Planning
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Customized financing and tax and ownership advice can help amplify the benefits of your purchase. When it comes to purchasing a luxury marine craft such as a yacht, it’s important to ensure that you understand all the implications that come with it before you dive in.Considerations such as ownership structure, taxes, insurance, and where to register your yacht are equally important.


Deciphering Tax Law Changes to Retirement Plans

Laura Ferrino, CFP®, CTFA, CLU, CCPS |
Tax Reform
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Uncover more opportunities to benefit from retirement planning.  While the tax act left many of the rules and laws pertaining to retirement plans unchanged, overall tax rates were lowered and deductions changed.Given this new landscape, there may be additional opportunities and new twists to be mindful of when planning for retirement in the most tax-efficient manner.