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Introduction Legal jargon can often be a maze of complexities and obscurities, especially for those not accustomed to it. But, understanding it is paramount -
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Estate Planning Internal Revenue Service Releases 2024 Lifetime Exemption and Annual Gift Exclusion Amounts On November 9, 2023, the IRS issued Revenue Procedure 2023-34, providing
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In the realm of estate planning, one common question that often arises is whether having beneficiaries negates the need for a will. While having beneficiaries
The Look-Back Period in New York When it comes to Medicaid planning in New York, one important concept to understand is the “Look-Back Period.” This
