In Central New York, families planning for the future are increasingly turning to irrevocable trusts to secure their ...

With the Big Beautiful Bill reshaping estate and gift taxes, Jennifer Cona shares year-end strategies to maximize charitable giving and update estate plans.

While the federal estate tax exemption rose to $15 million in 2025, New York’s exemption remains at about $7.16 million, with a “cliff” that heavily taxes estates just above that amount. Proper ...

You don't need to pay for professional help to begin estate planning. Some steps are free, such as listing out assets and liabilities, updating beneficiaries, and creating an advanced medical ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. The One Big Beautiful Bill Act of 2025 introduces significant changes to ...