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Is It Time for Medically Assisted End of Life?

While a 2024 poll indicated New Yorkers’ overwhelming support for New York’s Medical Aid in Dying Act for terminally ill people (M.A.I.D), the act had not been approved by the legislature each time it had been presented,...more

Estate Planning Documents for Your ‘Adult’ Child

While we may know better, an 18-year-old is generally considered an adult under New York law. Many of those 18-year-olds will be heading off to college in the next couple of months. Parents’ rights to make decisions for their...more

Estate Planning for Loved Ones Struggling with Mental Health and Substance Abuse Disorders

May is mental health month, the perfect time to address this important topic. Mental health and substance abuse disorders affect many families. These issues need to be considered in estate planning. Mental health and...more

Decanting Trusts: Sometimes You Can Change the Terms of an Existing Trust

Sometimes, the terms of an irrevocable trust (one that cannot be amended or revoked) were appropriate at the time the trust was created, but subsequent events or circumstances make the terms of the old trust impractical,...more

To Gift, or not to Gift: Income Taxes vs. Estate Taxes

Giving assets away during lifetime to reduce estate taxes due upon your death is not the “no-brainer” it used to be. Sometimes, holding onto assets until your death lowers total taxes. Income tax, gift tax and estate tax...more

The New York State Estate Tax Cliff and the ‘Santa Clause’ Fix

New York has an “estate tax cliff,” which can result in heirs paying New York estate tax at a rate exceeding 100%. The current per-person NYS estate tax exemption is $6.94 million, which is the amount you can leave to your...more

The New York State Estate Tax Cliff and the “Santa Clause” Fix

New York has an “estate tax cliff,” which can result in heirs paying New York estate tax at a rate exceeding 100%. The current per-person NYS estate tax exemption is $6.11 million, which is the amount you can leave to your...more

3/31/2022  /  Estate Planning , Estate Tax , Heirs , New York
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