Do You Have Enough Life Insurance?
By Canarick & Canarick |
About 90 million Americans depend on life insurance for financial protection and retirement security.[1] An almost equal number say that ...
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Who Should You Name as Beneficiary?
By Canarick & Canarick |
The proceeds from your life insurance policy can benefit your loved ones in many ways, from paying off your outstanding ...
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Creative Uses for Life Insurance
By Canarick & Canarick |
According to a new study from LIMRA and Life Happens, two nonprofit industry trade associations, a record-high number of American ...
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Lucille Ball: Dangers of Being the First to Die
By Canarick & Canarick |
Lucille Ball was the queen of television comedy to an older generation of Americans. Today, more than 70 years after ...
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Aretha Franklin: Too Much Estate Planning
By Canarick & Canarick |
Too little estate planning can put your heirs in a bind and tie up your estate in time-consuming and costly ...
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Gloria Vanderbilt: No Trust Fund Kids for Her
By Canarick & Canarick |
We are at the precipice of what is being called “The Greatest Wealth Transfer in History,” as baby boomers are ...
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Four Important Considerations If You Win the Lottery
By Canarick & Canarick |
On March 27, 2024, New Jersey state lottery officials announced the winning ticket of the largest lottery prize in the ...
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Estate and Legacy Planning Tips for the Suddenly Wealthy
By Canarick & Canarick |
Suddenly coming into money can be both a blessing and a curse. Whether you just signed a multiyear, multimillion dollar ...
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What Is a Dynasty Trust and Why Should You Consider One?
By Canarick & Canarick |
If you have significant wealth, one of the best ways to protect your family and transfer your wealth is through ...
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Should You Share Your Estate Planning Details With Loved Ones?
By Canarick & Canarick |
When you decide to create a comprehensive estate plan, there are many things to consider. One is whether to tell ...
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Testamentary Trusts: The Best of Both Worlds
By Canarick & Canarick |
You have several different options when it comes to creating the right estate plan. Some people believe that a revocable ...
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Why You Might Have an Estate Tax Issue Soon
By Canarick & Canarick |
The Countdown Begins: Will We Keep the $10 Million Exemption? The year 2026 is quickly approaching, bringing substantial changes that ...
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Client Alert: CTA Imposes New Small Business Reporting Requirements Effective January 1, 2024
By Michael Canarick |
As of January 1, 2024, a new law called the Corporate Transparency Act (CTA) has gone into effect, which may ...
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2024 Federal Estate & Gift Tax Amount & New York Basic Exclusion Amount
By Michael Canarick |
On November 9, 2023, the IRS issued Revenue Procedure 2023-34, providing the annual inflation adjustments for tax provisions to be used ...
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Important Tax Update
By Michael Canarick |
Last week, the House Ways and Means Committee released its proposed tax plan to fund the $3.5 trillion “Build Back ...
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