We're sharing how coordinated planning helped one of our O'Keefe Stevens Advisory clients put a roughly $600,000 payout to work and catch a tax reporting error worth about $50,000.
Executor Duties: What to Do When You’re Named to Settle an Estate Being named executor sounds like an honor, right […]
Trust Funding: The Estate Step Rochester Families Often Miss Setting up a trust feels like the finish line. It isn’t. […]
Capital Gains on Inherited Property and the Step-Up in Basis Selling an inherited home or investment account can feel like […]
Beneficiary Designations: Why Rochester Families Review Them You spent decades building your savings. But your beneficiary designations, not your will, […]
New York's estate tax cliff can tax an entire estate once it crosses the exemption by more than 5%. Here's how one Rochester couple, working with their O'Keefe Stevens advisor and estate attorney, rebalanced their plan with revocable trusts, a credit shelter trust, and an early gifting strategy.
Long-Term Care Planning in Rochester, NY: How to Start Long-term care planning is the piece of retirement almost nobody wants […]
Estate Planning in Rochester, NY: Protecting What You’ve Built You spent a lifetime building something: a home in Monroe County, […]
The Second Chapter of the American Dream Written by: Grace Stolberg One of the unexpected privileges of being a financial […]
Get Your Affairs in Order The Gift of Clarity for the People You Love. Written by: Justin Stevens There is […]
Check Your Retirement Readiness in Under 3 Minutes.
Start your journey to financial peace of mind with instant clarity.
Recent Comments