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.
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.
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