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 Carly Flanigan
on Sep 29
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Multigenerational family sitting together on a log in a backyard garden

New York Estate Tax: What the “Cliff” Means for Rochester Families

The New York estate tax has a quirk that catches families off guard, and it can cost a small fortune. […]
by O'Keefe Stevens Advisory
on Sep 11
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