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  Jun 12, 2025

Nudged Into Probate: New York’s Bank Account Proposal Will Lead to More Probate for Unmarried People

New York Assembly Bill A08549-A proposes a major change in how joint bank...

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  Jun 11, 2025

Love, Lies, and Bank Forms: What NY’s Banking Bill Means for Unmarried Couples

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....

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Tax

  Nov 10, 2023

IRS Published Inflation-Adjusted Tax Numbers for 2024

We published several posts on different inflation-adjusted tax numbers for 2024. We hope...

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Tax

  Nov 10, 2023

Exclusion for Gifts to Non-Citizen Spouse Will Increase to $185,000 in 2024

In Revenue Procedure 2023-34, the IRS announced that the exclusion to gifts to...

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  Feb 12, 2022

"I Love You" Will Might Not Show Love to Surviving Spouse

While an "I love you" will is appealing because of its simplicity, it has downsides....

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