Estate Planning

Published on November 15th, 2017 From time to time someone will tell us that they were talking to a neighbor (or a friend, or an in-law…) and were told the best way to estate plan is a … “Trust”.  Someone else will tell us a similar story ending in, the best way to estate plan…

Published on November 14th, 2016 A person can give an unlimited amount of property to their spouse or to charity without any gift or estate tax. However the amount of property that can be transferred to children and others without estate tax is limited. The current “exclusion” is $5,450,000 under federal law, $4,187,500 in New…