Stern Keiser Panken & Wohl LLP

2014-New York Tax Law Changes
On March 31, 2014, Governor Andrew Cuomo signed legislation that, among other changes, will increase the New York estate tax exclusion, over the next five years, to the Federal estate tax exemption.

Revocable Trusts--Should You Have One?
Revocable trusts ("living trusts") have been around for many years, but have gained in popularity in recent years. Who should have one? And when are they inappropriate?

Document Locator (click to download)
There have been many articles suggesting that as a result of the tragic events of September 11th, individuals have rushed to make wills, health care proxies and powers of attorney. Giving family members an inventory of the location of these documents is especially important. We have prepared the attached Document Locator form to help our clients to identify and provide the location of their important documents. Click to download our "Document Locator".