Special Needs Planning – FAQs
Having a comprehensive estate plan in place is important for everyone, regardless of your personal family life, and can cover ...
5 Planning Steps to Consider Before Year-End 2022
As summer ends and we look toward the Fall, you should aim to maximize your opportunities to transfer wealth to ...
Incomplete Non-Grantor (ING) Trusts – FAQs
What is an Incomplete Non-Grantor (ING) Trust? An ING trust is a trust you set up in which assets you ...
Mitigate New York’s Estate Tax Cliff with Smart Estate Planning and Gifting Strategies – 2022 Update
While the large increase in the federal estate tax exemption has provided many with federal estate tax relief, New Yorkers ...
Estate Planning in Light of Current Law: Your Questions and Our Answers – 2022 Update
This post will help you consider estate planning strategies in light of the current federal estate, gift and generation skipping ...
Basics of Federal Estate, Gift, and Generation-Skipping Transfer (“GST”) Tax – 2022 Update
The bad news is that there is a federal tax on assets that you give away during life, at death, ...
Spousal Lifetime Access Trusts (SLATs): FAQs – 2022 Update
What is a Spousal Lifetime Access Trust (SLAT)? It is a trust that you (the grantor) set up for the ...
Understanding New York’s Estate Tax “Cliff” – 2022 Update
In 2014, dramatic changes were made to New York’s gift and estate tax law. For many clients, the subject of ...
2022 Federal & State Estate and Gift Tax Cheat Sheet
Here we have provided a “cheat sheet” to keep in mind for 2022 federal estate, gift and GST exemptions, as ...
Tax Proposals: Big Changes to Come
On November 3, the House Rules Committee updated the October 28 revised reconciliation bill for the Build Back Better Act – H.R. ...
How Are Trusts Taxed? FAQs
With the tax season fast approaching, you may have questions about how your trust is taxed, who is responsible for ...
Charitable Lead Annuity Trusts (CLATs)
What is a Charitable Lead Annuity Trust (CLAT)? A charitable lead annuity trust (“CLAT”) is a type of charitable trust ...
