In this presentation, you’ll learn:
- What is estate planning (hint – it’s more than just a will)
- The current estate tax laws and how it all works
- Considerations for getting your plan in order for “today”
- Ways to structure things to avoid NY estate tax for certain estates
- Gifting strategies and considerations, especially in light of the high federal estate/gift exclusion that goes away 12/31/25. Lock that in before it’s gone if you have a large estate!
- Additional considerations if you own a business