Category: News

IS IT TIME TO REVIEW YOUR ESTATE PLAN?

News

It is our recommendation that estate plans be reviewed every 3-5 years, but why? There are a host of compelling reasons why periodic review is important. When you created your plan, you discussed your family and financial...

THE SKINNY ON 2015 NEW YORK STATE TAX LAW CHANGES

News

New York State Tax Laws are never static and 2015 did not prove otherwise. The following is a reader’s digest of the more significant changes for Brody Wilkinson’s New York- and certain Connecticut- based clients to...