Category: Estate Planning

6 Motives for an Ethical Will

Unlike regular wills or trusts, which define how assets are conveyed to heirs, an ethical will conveys intangible values and guidance to one’s famil... Read More »

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A $300 Million Estate Planning Lesson

In the last decades of Huguette Clark’s life, much of her $300 million fortune was spent and her valuable belongings sold. The best-selling book Emp... Read More »

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Failed Attempt to Avoid New York Estate Tax of Infant Inheritance

A Brooklyn Surrogate judge rejected a petition of an heir who sought to disclaim her infant daughter’s interest in a deceased grandparent’s estate... Read More »

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