Financial advisor pointing a pencil at charts while reviewing beneficiary designations

Beneficiary Designations: Why Rochester Families Review Them

Beneficiary Designations: Why Rochester Families Review Them You spent decades building your savings. But your beneficiary designations, not your will, […]
by O'Keefe Stevens Advisory
on Oct 13
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Rochester, NY skyline and river at sunset with a notebook and pen, estate tax cliff article cover

How a Rochester, NY Couple Got Ahead of New York’s Estate Tax Cliff 

New York's estate tax cliff can tax an entire estate once it crosses the exemption by more than 5%. Here's how one Rochester couple, working with their O'Keefe Stevens advisor and estate attorney, rebalanced their plan with revocable trusts, a credit shelter trust, and an early gifting strategy.
by Justin Stevens
on Sep 29
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Last will and testament document with a pen resting on the page

Estate Planning in Rochester, NY: Protecting What You’ve Built

Estate Planning in Rochester, NY: Protecting What You’ve Built You spent a lifetime building something: a home in Monroe County, […]
by O'Keefe Stevens Advisory
on Jul 22
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