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Estates and trusts serve as essential instruments in long-term financial security, offering structured ways to manage wealth beyond simple wills. This guide explores the distinctions between estates and trusts, their historical evolution, and practical benefits for asset protection and tax reduction. Learn about revocable vs irrevocable living trusts, testamentary trusts, and how these tools can be tailored to unique family dynamics or specific beneficiary needs.

Unravel the intricacies of New York’s sales tax landscape with our comprehensive guide. Learn about taxable goods, state vs local regulations, effective record-keeping strategies and how to stay compliant amidst changing laws.