2023 Federal & State Estate and Gift Tax Cheat Sheet
Here we have provided a “cheat sheet” to keep in mind for 2023 federal estate, gift and GST exemptions, as ...
Special Needs Planning: Schools, Trusts, & Beyond
In partnership with Special Education Legal Fund, Wealthspire’s Michael Delgass and Richard Yam were joined by special education attorneys Adrienne ...
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 ...
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 ...
