, June 16, 2025
Jun 12, 2025
New York Assembly Bill A08549-A proposes a major change in how joint bank...
Jun 11, 2025
Love may be blind, but not banking law. A proposed New York bill would bar unmarried couples from co-owning a bank account—unless they tell the bank they’re married....
Nov 10, 2023
We published several posts on different inflation-adjusted tax numbers for 2024. We hope...
Nov 10, 2023
In Revenue Procedure 2023-34, the IRS announced that the exclusion to gifts to...
Feb 12, 2022
While an "I love you" will is appealing because of its simplicity, it has downsides....