Tax Planning — Blog

In-depth guides on estate planning, Medicaid, trusts, probate, and elder law — written for New York and New Jersey families.

New York Estate Tax: Understanding the 105% Cliff, Exemptions, and How to Plan Ahead

New York's estate tax impacts more families than just the ultra-wealthy due to the 105% cliff, which means if your taxable estate exceeds 105% of the exemption…

NY Wills & Estates Mar 3, 2026

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Tax Planning 50 min

New York Inheritance Tax: Why It Doesn't Exist—and What Your Family Actually Pays

New York doesn't have an inheritance tax. You won’t receive a tax bill just for inheriting money or property in New York...

NY Wills & Estates Mar 3, 2026

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