by Jennifer Abelaj | Jan 13, 2026 | Closely-Held Businesses, Estate Planning, Special Bulletin
Federal and New York State Corporate Transparency Act; Act Now! The Corporate Transparency Act (“CTA”) is effective January 1, 2024. FinCEN now requires that all LLCs, corporations, limited partnerships, or other similar businesses file information about the company’s...
by Jennifer Abelaj | Jan 13, 2026 | Estate Planning, Taxation
Updated Estate and Gift Tax Values for 2024 Effective January 1, 2024, the applicable values for estate and gift tax purposes increased in accordance with inflation. Federal Lifetime Estate and Gift Tax Exemption The federal lifetime estate and gift tax exemption is...
by Jennifer Abelaj | Jan 13, 2026 | Estate Planning
4 Critical Estate Planning Tasks To Do Before Going On Vacation Taking a break from life’s fast-paced and often stressful cadence to go on vacation can be a wonderful experience. Before packing your bags and boarding a plane, however, you may want to complete a few...
by Jennifer Abelaj | Jan 13, 2026 | Estate Planning
When You Should Consider Modifying Your Estate Plan Estate plans can help individuals determine how their assets and property are divided after death. Many people believe planning for their estate is a one-time task, but that is not always the case. Life changes and...
