We are Open to Serve You, Safely

Our office moved seamlessly to working remotely in March because the firm’s systems were designed to allow attorneys and staff to work in the office, at home, or anywhere. Investing in technology has always been a high value at the firm, and when New York State was “paused,” our clients benefited from our ability to […]

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What Are The Benefits Of Naming A Corporate Fiduciary?

Many individuals who establish trusts choose to name a close friend or relative as trustee.  However, there are many situations where naming a corporate fiduciary is a far better alternative. Acting as a trustee requires that the person have a good background in finance and tax. Failing that, the liability of making poor financial decisions […]

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A Lesson from World War II

On May 8, 1945 – VE Day, The Wall Street Journal published a letter to the editor from Charles B. De Chesne, of San Antonio, Texas. This letter shows how history repeats itself. Two excerpts stand out: “The frenzy of an all-powerful Executive run amok, the Utopian nightmare of a super-planner, the bloody cavalcade of […]

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The NEW Go-Bag for COVID-19

For years, before the coronavirus pandemic, we advised clients to have important legal and health documents in a file or folder and to tell family members the location of the file so they were available in an emergency. The current pandemic has added a few extra dimensions to what you need to include if a […]

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Congress Waives Required Minimum Distributions

The CARES Act ( the “Act”) waives the required minimum distribution rules for certain defined contribution plans and IRAs for calendar year 2020. This provision provides relief to individuals otherwise required to withdraw funds from such retirement accounts. This also includes individuals who turned 70 1/2 in 2019 but elected to defer their initial distribution […]

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