Blog

To Give or Not to Give…

To Give or Not to Give…

Charles A. Redd discusses the pros and cons of making gifts at this time of a greatly enhanced, historically high basic exclusion amount. At this time, and for the indefinite future, individuals have a greatly enhanced, historically high basic exclusion amount. This...

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Tax Law Update: October 2019

Tax Law Update: October 2019

David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month. • Private letter ruling approves CLAT with term of years determined by formula—In PLR 201933007 (April 22, 2019), the Internal Revenue Service approved a...

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Bulletproofing the Estate Plan

Bulletproofing the Estate Plan

Charles A. Redd discusses restrictions on an laws relating to no contest clauses. A beneficiary may be motivated to contest a will or trust instrument because he believes he has sufficient grounds to invalidate the document (for example, due to forgery, lack of proper...

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Connecticut Adopts Omnibus Trust Code

Connecticut Adopts Omnibus Trust Code

On June 25th, 2019, the Connecticut legislature enacted Public Act 19-137, an Act Concerning the Connecticut Uniform Trust Code. This massive bill, over 90 pages in length, adopts four major categories of revisions to Connecticut trust law that will greatly enhance...

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Why You Must Fear The Estate Tax

Why You Must Fear The Estate Tax

(Forbes) -- The estate tax is dead! Long live the estate tax! Like a Phoenix flaming on the political wind, only to extinguish, then burst anew, this now-you-see-me, now-you-don’t tax is overlooked only at the peril of lasting prosperity. For exposed families, the...

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Address

BKA Financial, LLC.

244 W. Water St., Suite 200
Elmira, NY 14901

PHONE

BKA Financial, LLC.

Phone: (607) 732-3050
Fax: (607) 732-3904

Email

BKA Financial, LLC.