Back to Estate Planning Insights What Is New York’s Estate Tax Cliff? Michael B. Fischer Frederic Behrens January 22, 2023
Meet The Author Michael B. Fischer Principal Michael B. Fischer is a Principal in the New Jersey office. He is responsible for developing customized asset allocations, implementing comprehensive financial planning and coordinating... Learn More
Meet The Author Frederic Behrens Partner Frederic Behrens is a Partner in the New York office, where he provides investment management and financial advisory services for high-net-worth individuals and international families.... Learn More
Estate Planning Reading Between the Lines: Crafting A Compassionate Letter of Instructions for Your Testamentary WishesWhile legal documents provide the structural framework for your estate planning, a compassionate letter of instructions captures the nuances of your personal wishes, ensuring clarity…
Estate Planning The Sunset is Not Worth Waiting ForEstate Tax Planning Strategies in 2023: Learn about strategies to navigate estate taxes before changes take effect in 2026. Options include Spousal Lifetime Access Trusts…
Estate Planning Having Your Cake and Eating It Too!Discover the intricacies of carried interest transfers in estate planning with our in-depth guide, "Having Your Cake and Eating It Too!" Learn about the IRS…
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Estate Planning Strategies to Help Your Child Buy a HomeHow to Help Your Adult Kids Buy a Home. Each strategy can have major estate, tax and family dynamic implications. Here are several different strategies…