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Tax Free Gifts: Rules & Regulations

Posted On: May 29th 2015

If your planning to leave behind any assests to friends or family, there are important tax guidelines you should understand. There are rules which have been created, to specify what qualifies as a tax free gift. Understanding if your estate is subject to tax, is an important part of estate planning. During 2001 the Economic…

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Is Every Estate Subject to Estate Tax?

Posted On: May 13th 2015

Federal and State estate tax is imposed on the transfer of the taxable estate of a citizen of the United States. However, not every estate is subject to estate tax. We at Schwartz, Fang & Keating, P.C. are experienced in estate administration, ensuring that all assets are treated fairly and correctly. What you should know…

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Planning for Aging Parents: 5 Tips for the Sandwich Generation

Posted On: May 4th 2015

With so many people finding themselves caring for both their children and their parents at the same time, estate planning has expanded in many cases to include not only children, but one’s aging parents as well. This article provides five tips to consider, including making gifts, setting up trusts, and buying the parents’ home. 5…

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Estate Planning Checklist 2015

Posted On: February 20th 2015

Estate planning is often a confusing topic, and the implications for planning the financial future of your loved one’s after you’ve passed can add emotional stress to the existing mental stress. In an effort to simplify and help you navigate through the legalities behind estate planning, we’ve created this simple, eight part checklist to help…

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Do I Need an Estate Plan?

Posted On: January 13th 2015

The estate planning lawyers at Schwartz, Fang & Keating, P.C. recommend that everyone have an estate plan. Regardless of your marital status, your income, or if you are sick or not, it is important to have an estate plan in place. Effective estate planning is the best way to protect your assets and your family….

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Estate Tax Changes You’ll See in 2015.

Posted On: December 23rd 2014

As 2014 comes to a close, we felt it was important to discuss the changing fiscal environment approaching in 2015, and how it would affect estate taxes and planning. As they regularly do, the IRS released Revenue Procedure 2014-61 just a few weeks ago, and it confirmed some pretty significant changes coming in the next…

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3 Questions To Help You Decide If You Need To Hire a Probate Lawyer

Posted On: December 10th 2014

What You Need to Know About Probate Lawyers One of the things that makes the probate lawyers of Schwartz, Fang, and Keating, P.C. so successful is our honest disclosure of the probate process. Oftentimes people question whether or not it is necessary to hire a probate lawyer. These 3 questions will help you determine whether…

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Why Choose an Elder Law Attorney

Posted On: November 17th 2014

The elder law attorneys at Schwartz, Fang, & Keating, P.C. are able to advocate and guarantee the rights of any individual. If you’re reading this article, chances are you are confronting one of the many challenges and pitfalls encountered by family members of loved ones needing long-term care. As you may have discovered, there is…

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How Laws of Intestacy Affect Estate Administration

Posted On: October 27th 2014

While many of us prefer not to think about it, there comes a time when we are faced with the reality of our own mortality. One day, you too will pass and leave behind a collection of various assets– funds, properties, securities, life insurance earnings, etc. These physical and financial remains are collectively referred to…

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Elder Law & Determination of Legal Capacity

Posted On: October 7th 2014

The law in New York recognizes adults as people age 18 and older. It is at this time when people have the right to manage their own affairs and conduct business, which includes making health care decisions. All adults and emancipated minors have the ability to make their own healthcare choices, unless they are proven…

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