New York’s Latest Legislative Session: What Passed, What Didn’t, What’s Next

Sharon L. Klein |
Wealth Planning

Learn about what passed and what didn’t in New York’s 2019- 2020 legislative session with an overview of important new legislation, executive orders and pending proposals, and a dramatic reminder of existing law, including: Sweeping new legislation regarding assisted reproduction.How any New York source income can subject a New York resident trust to taxation on all its income.A proposal to implement a new pied- à-terre tax on non-primary NYC residences.

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Seven Steps to Limit Your Personal Liability Risk

Sal Dayeh, CFP® |
Wealth Planning
Wealth Risk NC.jpg

Don’t let unforeseen risks jeopardize your financial security.Like many high-net-worth individuals, you may think less often about the whole spectrum of risks that can affect your financial security.Review seven important steps that can help protect you from liability risk.Integrating asset protection and estate planning can protect and preserve assets for you and your loved ones.You’ve worked hard to accumulate your wealth.

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