Planning for Retirement – Do the Math

So, math wasn’t your favorite subject in school?It may not have been. But when planning for retirement, you just might want to dust off your textbooks and get out your calculator. Crunching the numbers will put you ahead of the

Read More

Will changes in NY estate tax impact your estate plan?

In the past 15 years, the federal government has actively modified the laws that dictate how much of a taxpayer’s estate will be subject to federal estate tax. The federal exemption from estate tax is now $5,340,000 per person and

Read More