Blog Posts in 2015

  • Estate Planning for the New Year

    || 21-Dec-2015

    New Year's is not only a time for travel and reflection, but a time for planning. When you look at your family plan what do you see? Are you comfortable with how you've handled your own estate planning, asset protection, and planning for your vacation? Now is the time to review and renew your contract to yourself, your kids and your family. New Year's is not only a time for travel and ...
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  • If You Are Getting a Divorce, Change Your Will

    || 28-Oct-2015

    When our firm handles a divorce, we reference the client’s Last Will and Testament in the Divorce Settlement Agreement. During divorce, many people worry about how their property will be distributed between them and their spouse at the end of the divorce. However, few consider how their property will be distributed in the event of their death before the divorce is finalized. There are two ...
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  • Yes! You Can Take These Tax Deductions in 2015!

    || 19-Mar-2015

    Crazy as it sounds you can include the following items in figuring your expense deductions. This list does not include all possible expenses so be sure to ask your tax professional if an expense not listed can be included in figuring your expense deductions. Bingo Losses The bad news is that your bingo winnings are fully taxable income. But the good news is that you can claim gambling losses up to ...
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  • The deadline for Nassau County Homeowners to grieve their Real Estate Taxes is March 2nd

    || 20-Feb-2015

    We want to remind all homeowners in Nassau County that they have until March 2nd to file a complaint with the Assessment Review Commission to reduce their real estate taxes. If you would like to commence your tax certiorari proceeding now, please go to www.cobracg.com or call Steven Adler here at the firm.
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  • Facebook enters the World of Estate Planning

    || 20-Feb-2015

    Death in the digital age is a lot more complicated than it used to be. Traditionally, fiduciaries and family members start administering an estate by reading the individual's mail and sorting through records at the person's home. However, with online accounts, paperless billing, and social media sites like Facebook, these traditional approaches may not be available to fiduciaries today. ...
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  • Probate vs. Non-Probate Assets

    || 13-Jan-2015

    Probate Assets are any assets that are owned solely by the decedent and therefore, they become property of the estate of a decedent. These assets can include the following: Real property that is owned solely by the decedent - title must be in the decedent's name only or held as a tenant in common. Some examples are a primary residence, vacation property or investment real estate; Personal ...
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