Credit Shelter Trusts in New York: Protecting the State Estate Tax Exclusion
How married couples in Westchester County use credit shelter trusts to preserve the New York estate tax exclusion and reduce combined estate taxes.
Read Article →Federal Portability and New York Estate Tax: What Westchester Families Must Know
New York does not recognize the federal portability election, making it critical for married couples in Westchester County to plan independently for each spouse's estate tax exclusion.
Read Article →How to Reduce or Avoid New York Estate Tax
Learn strategies to reduce or eliminate New York estate tax for Westchester families, including lifetime gifting, trusts, and charitable giving.
Read Article →Lifetime Gifting Strategies to Reduce New York Estate Tax
New York has no gift tax, making lifetime gifts one of the most effective strategies for Westchester County families to reduce or eliminate New York estate tax.
Read Article →New York Estate Tax Calculator
Calculate your estimated New York estate tax liability for 2026 using the current rate schedule, exclusion amount, and cliff provision.
Read Article →New York Estate Tax Rates: The 2026 Bracket Schedule
A detailed breakdown of New York's graduated estate tax rates for 2026, from 3.06% to 16%, with example calculations for Westchester County estates.
Read Article →New York Estate Tax: A Complete Guide for 2026
Everything Westchester County families need to know about the New York estate tax in 2026. The $7.35 million exclusion, graduated rates from 3.06% to 16%, the estate tax cliff, and planning strategies.
Read Article →The New York Estate Tax Cliff: What It Is and How to Avoid It
New York's estate tax cliff can cost families hundreds of thousands of dollars. Learn how the 105% threshold works in 2026 and the strategies available to avoid it.
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