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Estate Planning in the Event of a Biden Presidency

Financially Ever After Widowhood

English - October 13, 2020 04:01 - 40 minutes - ★★★★★ - 33 ratings
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Nancy Burner is the Founder and Managing Partner of Burner Law Group, a professor at Hofstra University, and a Certified Elder Law Attorney. She has been named a Super Lawyer in the field of Elder Law for 11 consecutive years. She joins Stacy Francis today to discuss the important things you should know with regards to estate planning in the event of a Biden presidency. 

Estate and trust planning should always be done with a certified attorney, as it is very easy to make a mistake when you don’t know the tricks of the trade.

If you give a gift in your lifetime and survive that by three years, it does not come off your estate tax under New York State law.

The best way to leave assets for your children and their descendants is through a trust.

A trustee is the manager of the trust assets. Beneficiaries are those who derive advantages from the trust assets.

Resources
Nancy Burner on LinkedIn | Twitter | Facebook
Email: [email protected] 
Phone: (212) 867-3520
Website: BurnerLaw.com

Stacy Francis on LinkedIn | Twitter
Email: [email protected]
Phone: (212) 374-9008 
Website: FrancisFinancial.com

Nancy Burner is the Founder and Managing Partner of Burner Law Group, a professor at Hofstra University, and a Certified Elder Law Attorney. She has been named a Super Lawyer in the field of Elder Law for 11 consecutive years. She joins Stacy Francis today to discuss the important things you should know with regards to estate planning in the event of a Biden presidency. 



Estate and trust planning should always be done with a certified attorney, as it is very easy to make a mistake when you don’t know the tricks of the trade.
If you give a gift in your lifetime and survive that by three years, it does not come off your estate tax under New York State law.
The best way to leave assets for your children and their descendants is through a trust.
A trustee is the manager of the trust assets. Beneficiaries are those who derive advantages from the trust assets.


Resources

Nancy Burner on LinkedIn | Twitter | Facebook

Email: [email protected] 

Phone: (212) 867-3520

Website: BurnerLaw.com


Stacy Francis on LinkedIn | Twitter

Email: [email protected]

Phone: (212) 374-9008 

Website: FrancisFinancial.com

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