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sunset tax cuts and jobs act

The Sunset of the Tax Cuts and Jobs Act: What You Should Know About Estate, Gift, and GST Exemptions

The following is a brief summary of the changes to the estate, gift, and GST exemptions that will occur due ...

art & collectibles appraisal

Trust & Estate Considerations for Art & Collectible Owners and Inheritors

Owning and ultimately gifting art and collectibles brings unique challenges to its current owners and potential inheritors. Unlike traditional investments ...

IDGT

What is an Intentionally Defective Grantor Trust (IDGT)?

Intentionally Defective Grantor Trusts (“IDGTs”) are a commonly used estate planning vehicle to transfer wealth to family members during the ...

SLATs

Spousal Lifetime Access Trusts (SLATs): FAQs – 2024 Update

What is a Spousal Lifetime Access Trust (SLAT)? It is a trust that you (the grantor) set up for the ...

new york estate tax cliff

Understanding New York’s Estate Tax “Cliff” – 2024 Update

In 2014, dramatic changes were made to New York’s gift and estate tax law. For many clients, the subject of ...

tax law changes

Estate Planning in Light of Current Law: Your Questions and Our Answers – 2024 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 – 2024 Update

The bad news is that there is a federal transfer tax on assets that you give away during life, at ...

cliff

Mitigate New York’s Estate Tax Cliff with Smart Estate Planning and Gifting Strategies – 2024 Update

While the large increase in the federal estate tax exemption has provided many with federal estate tax relief, New Yorkers ...

Wealth Transfer: Destigmatizing Money Conversations

Wealthspire hosted a virtual event for families that focused on having honest, meaningful conversations that removes the stigma of talking ...

estate planning top law firm partners

Estate Planning Considerations for Top Law Firm Partners

For many partners at top law firms, their earnings represent the first time in that person’s family history that such ...

pet estate planning

6 Estate Planning Tips for Pet Owners

For many of us, our pets are beloved members of our families. They bring companionship and happiness, and like our ...

Transfer Planning for PE Partners Using a “Carried Interest” Option

As a partner in a private equity (PE) firm, you have a financial interest in the fund that comes in ...