Estate Planning

Wednesday, December 5, 2018

Ask The Expert: Year-End Major Gifts

Since 2018 is the first year where the new Tax Jobs and Cuts Acts of 2017 (“Act”) has come into effect, as the year comes to a close it becomes imperative to take a renewed look at one’s tax and estate planning including one’s charitable giving.

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Thursday, December 28, 2017

How the Tax Cuts And Jobs Act Will Affect Your Estate Plan- Sounds Good, But Is It?

The Tax Cuts and Jobs Act (the “Act”), which was passed by the House and Senate this week, will have important implications for estate planning and for saving for a child’s education.  It is therefore important to understand the provisions contained in this new law, which will take effect on January 1, 2018. 

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Lewis and Garbuz, P.C. represents clients throughout New York City and the surrounding areas, including: Brooklyn, Bronx, Queens, Westchester, Nassau County, New Jersey and Rockland County and Florida.

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