WILLS VS. TRUSTS: A QUICK & SIMPLE REFERENCE GUIDE

Confused about the differences between wills and trusts?  If so, you’re not alone. While it’s always wise to contact an experienced professional like me,…

Read More…

WILLS, TRUSTS & DYING INTESTATE: HOW THEY DIFFER

Most people understand that having some sort of an estate plan is, as Martha Stewart would say, a “good thing.” However, many…

Read More…

EARLY PREDICTIONS ABOUT 2016 ESTATE TAX, GIFT TAX, GST TAX AND ANNUAL GIFT TAX LIMITS

Under current law the federal estate tax, gift tax, and generation-skipping transfer tax exemptions have become unified and are indexed for inflation…

Read More…

WHAT DOCUMENTS DO YOU NEED TO FIND AFTER A LOVED ONE DIES?

After a loved one dies, you need to gather the important documents that are necessary to settle their final affairs. While the…

Read More…

THREE ESTATE PLANNING MISTAKES FARMERS AND RANCHERS MAKE AND HOW TO AVOID THEM

Farming or ranching is more than a means of livelihood – it is about preserving a legacy and unique way of life….

Read More…

IS A REVOCABLE LIVING TRUST RIGHT FOR YOU?

Revocable Living Trusts have become the basic building block of estate plans for people of all ages, personal backgrounds, and financial situations….

Read More…

SHOULD I WRITE MY OWN WILL?

I’m sure you have heard this less than eloquent phrase before – “Garbage in, garbage out.” The phrase is typically used in…

Read More…

  • Law Office of Kathleen M. Toombs, PLLC



    157 Barrett Street
    Schenectady, NY 12305
    P: (518) 688-2846
    F: (518) 688-2849


  • Contact Us

  • Wealth Counsel
    NAELA