All Wealth Planning Content

Delaware’s Income Tax Advantage for New York Residents

Jeffrey C. Wolken |
Wealth Planning
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Help minimize your state income tax liability with a personal trust administered in the First State.If you are a New York resident with appreciated assets and would like to potentially avoid paying high state and local taxes on that appreciation, establishing a trust in Delaware may help minimize your New York tax liabilities.You do not need to have a current trust in order to take advantage of this opportunity.

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With Tax Overhaul, a Thornier Path to Divorce

Alvina H. Lo |
Wealth Planning
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In this recent New York Times reprint, Chief Wealth Strategist Alvina Lo shares her insights. With the rule on alimony and deductions changed, so must the strategy of couples parting ways.In particular, couples going through a divorce should re-examine their tax strategy, as well as their cash flow and spending needs.Wealthier families should consult with their tax advisors to fully understand the tax implications of the new law.

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What Every Matrimonial Attorney Should Know About the Latest Trusts & Estates Developments

Sharon L. Klein |
Wealth Planning
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Important updates and insights for matrimonial advisors when helping a client face divorce.Key estate planning-related considerations in pre-marital planning are explored, including portability, asset protection trusts, and silent trusts.Learn how multi-disciplinary considerations can impact divorce planning when dealing with trust & estate, matrimonial, and religious law.

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