What Are The Common Mistakes Made When Setting Up A Special Needs/Supplemental Needs Trust? Read More »
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New York Estate Tax ‘Cliff’ and Planning Strategies: New York imposes an estate tax with a “cliff” effect, where exceeding the exemption amount by more than 5% results in taxation of the entire estate. Implementing planning techniques, such as charitable bequests or gifting strategies, can help mitigate this impact. Read More »
