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Amato Law, PLLC

New York Estate Planning Attorney | New York

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Blog

New York Estate Tax Questions Answered

July 17, 2022 by Linda Amato

New York estate tax

We find that people absorb information well when it is presented in a question and answer format. With this in mind, we will look at some commonly asked New York estate tax questions here. Do all NY residents pay the state-level estate tax? No, there is an estate tax exclusion that represents a certain amount […]

Filed Under: Estate Planning Tagged With: New York estate tax, NY claw-back provision, NY estate tax exclusion cliff

If You Have a Minor Child, Estate Planning Is Crucial

July 17, 2022 by Linda Amato

New York estate planning attorney

Becoming a parent is an amazing – and often terrifying – experience. As a parent, you undoubtedly want to protect and provide for your child. Not only must you do that daily, but you also need to plan for the possibility that your child will need your protection and financial security if something happens to […]

Filed Under: Estate Planning

Breaking: Senate Finance Committee Advances SECURE Act 2

July 12, 2022 by Linda Amato

Breaking: Senate Finance Committee Advances SECURE Act 2.0

hidden The Setting Every Community Up for Retirement Security Enhancement (SECURE) Act was enacted in December of 2019. It impacted some of the guidelines for individual retirement accounts. Last year, a follow-up measure that has been dubbed SECURE Act 2.0 was introduced. A House version was finally passed on March 19 of this year. It […]

Filed Under: Estate Planning Tagged With: IRA rules, SECURE Act, SECURE Act 2.0

State Income Taxation of Social Security Benefits

February 17, 2022 by Linda Amato

Social-Security-Benefits-1

Since the onset of the pandemic, many individuals have decided to relocate. Some move to be closer to family, others for better weather. Still others change domicile for financial reasons, like the pursuit of different job opportunities or for lower taxes. Estate Planning attorneys advise individuals who move to update their Estate Planning documents to […]

Filed Under: Education

What Everyone Should Know about the New FDIC Regulations

February 17, 2022 by Linda Amato

Regulations

Most estate planners recommend creating a basic estate plan, usually with a revocable Trust as the centerpiece. Revocable Trusts provide an easy, yet effective way to avoid probate in most states. In those states in which probate is not a concern, Estate Planning attorneys use Trusts to provide asset and creditor protection or to protect […]

Filed Under: Education

How Estate Planning for a Family May Trap the Unwary Practitioner

February 17, 2022 by Linda Amato

Family-3-300x300-1

Estate Planning attorneys often represent multiple members of a family. It’s a natural evolution of the attorney’s relationship with their clients. Consider a married couple who undertakes basic Estate Planning when they have young children or are beginning to build wealth. As their estate grows, their attorney recommends more sophisticated Estate Planning techniques designed for […]

Filed Under: Education

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At our firm, our philosophy about working with clients is that we always provide personalized service from beginning to end. When you become a client of Amato Estate Planning, our goal is to provide a collaborative approach with your trusted advisors and provide the most effective solutions for your most complex matters.

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Amato Law, PLLC.
667 Madison Avenue, 5th Floor
New York, NY 10065
Phone: 212-355-5255
Fax: 212-937-3379

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