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Gray & Feldman Legal Blog

 

Have You Really Changed Your "TAX HOME?"

Wendy Emerson 0 200 Article rating: No rating
At one time or another we have all heard an anecdote concerning a person who has – sometimes successful/sometimes not – attempted to change his or her “tax home” from New York to another state. One’s “tax home” is where he or she is “domiciled” and it is different than where one “resides.”

The Basics of Supplemental Needs Trusts

Wendy Emerson 0 285 Article rating: No rating
A supplemental needs trust (SNT) is a trust established for the benefit of a disabled adult (the "beneficiary") which does not jeopardize the Beneficiary’s eligibility for governmental benefits.

The Basics of Estate Planning

Wendy Emerson 0 223 Article rating: No rating
Since the Estate Plan is only as good as the information upon which it is based, you should gather, write down and share with your advisors (insurance, financial and legal) the essential information about the nature and extent of your assets, your family background and your wishes upon your death. This information, besides providing a record of the essential information for the Estate Plan, is a good jumping off point for discussing the Estate Plan basics with your advisors.
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