Insights

Trusts & Estates  |  By Mark J. Ackerman, CPA, TEP, AEP

New York State Estate Tax Changes

Over the last year, after talking to many clients about estate tax planning, even though the New York State estate tax law was changed on March 31, 2014, many people paid no attention to the changes. There was some good news regarding the change of...

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Trusts & Estates  |  By Mark J. Ackerman, CPA, TEP, AEP

Estate Planning Considerations Based on Generational Differences

Differences Between the Generations By: Mark Ackerman, CPA When we perform estate financial and asset protection, it is important to take into consideration generational differences. Each generation has unique characteristics. They tend to shape the...

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Pre-Planning Elder Care: Are You Prepared

Typically, people do not begin to consider their long-term care until they are well into retirement. In today’s economic environment, it is essential to create and implement an elder care plan in your early 60s to ensure you take advantage of...

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Trusts & Estates  |  By Mark J. Ackerman, CPA, TEP, AEP

Estate Planning: Lifestyle Protection

When we retire, we vision a life of freedom and stress from work, but also, freedom from debt. By estate planning, in terms of lifestyle protection, you can achieve this. Unfortunately, a debt-free retirement has become less of a reality. Two-thirds...

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