Underberg & Kessler
U&K’s Joshua Beisker to Present Program on Wills, Trusts, and Estate Planning
We are happy to join Cancer Support Community at Gilda’s Club Rochester for an educational program on Wills, trusts, and estate planning.
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Underberg & Kessler
- Aug 8, 2022
- 1 min
Beisker Recognized as a Power 20 - Trusts & Estates Law
Joshua B. Beisker was chosen to be on The Daily Record’s Power 20 Trusts & Estates Law list for 2022!
Joshua B. Beisker
- Feb 2, 2021
- 2 min
Large Estate and Gift Tax Exemption Amounts Could Soon be a Thing of the Past
The current federal estate and gift tax exemption amount per individual is $11.7 million dollars...
Underberg & Kessler
- Jan 6, 2021
- 2 min
Underberg & Kessler Elects New Partners
Effective January 1, 2021, Justin P. Alexander and Joshua B. Beisker were elected to the Firm’s partnership. Justin is a member of the ...
Joshua B. Beisker
- Apr 8, 2020
- 2 min
Updating Your Estate Planning Documents During COVID-19
If you are considering whether you can update your New York estate planning documents during the COVID-19 pandemic, there are now options...
Joshua B. Beisker
- Mar 20, 2020
- 2 min
Estate Planning During the Coronavirus (COVID-19)
The Coronavirus and the resulting social distancing and self-quarantining it has caused have forced most New Yorker's to quickly reevalua...
Joshua B. Beisker
- Dec 27, 2019
- 2 min
What the SECURE Act Means for Savers & Retirees
SECURE ACT ENACTED On December 20, 2019, President Trump signed into law the Setting Every Up Community for Retirement Enhancement (SECUR...
Joshua B. Beisker
- Nov 15, 2019
- 2 min
Using an LLC for Ownership of a Vacation Home
If you own a vacation home in your name individually or will acquire one by purchase or inheritance in the future, it is important to con...
Joshua B. Beisker
- Oct 22, 2019
- 1 min
IRS Issues Updated Guidance on Cryptocurrency
The Internal Revenue Service recently issued Revenue Ruling 2019-24 (https://www.irs.gov/pub/irs-drop/rr-19-24.pdf), providing the first ...
Joshua B. Beisker
- Aug 8, 2019
- 2 min
Make Sure Your Beneficiary Designations Are up to Date!
The bulk of the assets that a decedent leaves to his or her loved ones are usually made up of retirement accounts (e.g., IRA, 401(k)), life
Joshua B. Beisker
- Jun 7, 2019
- 2 min
New York Retroactively Reinstates the Estate Tax Clawback for Certain Taxable Gifts
On April 12, 2019, Governor Cuomo signed into law the New York Fiscal Year 2020 Budget, which included an amendment retroactively extendi...
Joshua B. Beisker
- Mar 5, 2019
- 1 min
If You Made Gifts in 2018, You May Need to File a Gift Tax Return
If you made gifts in 2018 in excess of the gift tax annual exclusion amount - $15,000 per donee in 2018, or $30,000 if a husband and wife...
Joshua B. Beisker
- Jan 8, 2019
- 3 min
The Start of a New Year is the Perfect Time to Revisit Your Estate Planning Documents
There is no time like the present for individuals to review, revise and/or implement their estate planning strategy. Even if you believe ...
Joshua B. Beisker
- Aug 14, 2018
- 2 min
Make Sure to Pay Attention to New York State Estate Tax Laws
By now, everyone has heard of the Tax Cuts and Jobs Act and how it increased the federal gift and estate tax exemption to approximately $...
Joshua B. Beisker
- Mar 2, 2018
- 3 min
Estate Planning For Divorce
During the lifetimes of most married couples, especially when a child is involved, mutual estate planning is done so as to ensure that if...
Joshua B. Beisker
- Jan 30, 2018
- 3 min
Estate Planning Tips Under The New Tax Law
President Trump signed the Tax Cuts and Jobs Act of 2017 (the Act) into law on December 22, 2017, extensively modifying U.S. taxation law...
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