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New Legislation and Estate Planning

New Legislation and Estate Planning What is the buzz about the SECURE Act that keeps popping up in news reports, tweets and in your email account?  You are curious to find out but you’ve always been too busy to sit down and read about it. Take a few moments and read on. The SECURE Act…

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Implementing Local Legacy Simply

Anne Ruffer is Chair of the Community Foundation’s Professional Advisor Council.  She wrote this article for the winter edition of Smart Money, a publication of the Central New York Community Foundation, to give some guidance on incorporating charitable giving into estate plans. In 2010, the Central New York Community Foundation commissioned a study on wealth…

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Beneficiary Designation Forms: A Good Estate Plan Is Not Complete Without A Review Of These As Well

Now that you are finally getting around to having your Will prepared or updated, or even considering adding a Revocable Trust to your planning documents, it is also important to plan for those assets that are subject to a document commonly referred to as a beneficiary designation form.  Most commonly, my clients inquire: Doesn’t my…

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New York’s Recent Estate Tax Law Changes – What is Estate Tax Anyway?

You may have heard that New Yorkers may be subject to an estate tax depending on the value of their estate when they die. You may also have heard some buzz about recent changes to New York’s estate tax law that sounds favorable to New Yorkers…favorable meaning less tax owed. What is an estate tax?…

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