Adam J. Osterweil is an associate in the Estate Planning and Administration Group at FrankfurtKurnit Klein & Selz PC, focusing on estate, gift and income tax planning, as well as estate and trust administration.
On March 31, 2014, Governor Andrew Cuomo signed legislation that makes broad changes to the New York State estate and gift tax laws, as well as some more technical changes to certain trust income tax rules.
Marc Chaikin, stock market expert and the creator of Chaikin Money Flow, demonstrates how to build portfolios that outperform the market and beat robo advisors. He'll demonstrate the simple way to find trends in equity sectors—and use a combination of stocks and ETFs to construct strong client portfolios....More
Say “retirement plan” and most people today think 401(k). 403(b) plans are generally considered the exception or the anomaly, and until several years ago, they really were quite different from 401(k) plans....More
Recent statistics show markedly improved longevity rates. Between 1985 and 2010, the number of people living past age 90 tripled and will quadruple in the next 40 years. In addition, death rates for various diseases including the two leading killers (heart disease and cancer) have decreased from 38% to 13.5% over the past 10 years....More