ARTICLES & POSTS

In a landmark decision, on June 6, 2024, the United States Supreme Court decided Connelly v. United States, No. 23-146, upholding the IRS...

The IRS and the New York State Department of Taxation recently announced the 2024 exemption and exclusion amounts related to Federal...

Getting married is a significant turning point in life that can bring big changes for newlyweds well beyond their wedding day. After...

The IRS recently published annual inflation adjustments for 2024 that relate to gift and estate taxes.

Did you know the federal estate and gift tax exemption amounts are set to decrease at the end of 2025? Currently, an individual can make...

When working with estate planning clients, I recommend that they talk with their family about their estate plan. It can be very...

Estate planning is a crucial activity for people of all ages and all levels of wealth. When done properly, it can safeguard more than an...

Congratulations to Josh Beisker for being selected to The Daily Record's 2023 Power 20 Trusts & Estates Law list for the third year . . .

We are happy to join Cancer Support Community at Gilda’s Club Rochester for an educational program on Wills, trusts, and estate planning.

Joshua B. Beisker was chosen to be on The Daily Record’s Power 20 Trusts & Estates Law list for 2022!

The current federal estate and gift tax exemption amount per individual is $11.7 million dollars...

If you are considering whether you can update your New York estate planning documents during the COVID-19 pandemic, there are now options...

The Coronavirus and the resulting social distancing and self-quarantining it has caused have forced most New Yorker's to quickly reevalua...

SECURE ACT ENACTED On December 20, 2019, President Trump signed into law the Setting Every Up Community for Retirement Enhancement (SECUR...

If you own a vacation home in your name individually or will acquire one by purchase or inheritance in the future, it is important to con...

The Internal Revenue Service recently issued Revenue Ruling 2019-24 (https://www.irs.gov/pub/irs-drop/rr-19-24.pdf), providing the first ...

The bulk of the assets that a decedent leaves to his or her loved ones are usually made up of retirement accounts (e.g., IRA, 401(k)), life

On April 12, 2019, Governor Cuomo signed into law the New York Fiscal Year 2020 Budget, which included an amendment retroactively extendi...

If you made gifts in 2018 in excess of the gift tax annual exclusion amount - $15,000 per donee in 2018, or $30,000 if a husband and wife...

There is no time like the present for individuals to review, revise and/or implement their estate planning strategy. Even if you believe ...