Author Topic: Recommendations - Estate & Tax Planning (New York)?  (Read 696 times)

abcdefg

  • 5 O'Clock Shadow
  • *
  • Posts: 4
Recommendations - Estate & Tax Planning (New York)?
« on: March 22, 2022, 09:18:05 AM »
Long time and regular reader, but sporadic poster but hope to do more in coming months.

 I am looking for recommendations for someone to help with both estate and tax planning, and ideally someone who understands any relevant nuances of New York laws where we are based. (global implications are a bonus).

For background wife and I recently had our first child, so this has become very top of mind and in terms of assets we are in the QC+ territory, mostly in public investments (index funds, equities, public REITs, bonds, cash) with a little in private (real estate, crypto).

Appreciate any good recommendations. Thx

 

Wow, a phone plan for fifteen bucks!