The Hidden Threat in Oversight: Why Even with $15M Exemption, Planning Still Matters

Even if your estate falls below the federal ($15 million) or New York ($7.35 million) estate tax limits, skipping out …

How Foreign Tax Treaties Impact U.S. Estate Tax for Foreign Nationals

If you are a foreign national with assets in the United States, or a family member trying to settle an …

If you live in New York, you could owe estate tax even if your assets fall well below the federal …

As we head into the final weeks of 2025, New York families are facing a major turning point in how …

Bottom line: The New York estate tax cliff can cost families hundreds of thousands in avoidable taxes. For estates even …