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Every week we update our blog Curran Views. Our topics of discussion range and all categories can be found listed below. Please feel free to contact us with comments or suggestions for topics you think we should discuss.

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Overview of Federal and New York Estate Tax

For the majority of tax paying individuals, federal estate tax will not be an issue for them while the Tax Cut and Jobs Act of 2017 legislation is still in place. It is recommended that individuals review their estate planning documents to make sure they still achieve a desirable goal in light of the new laws.

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Will Gifts Now Harm Estates After 2025?

Tax reform virtually doubled the unified gift-estate exclusion for years 2018 through 2025. This has caused concerns related to what the tax consequences will be for post-2025 estates if the decedent, while alive, had made gifts during the 2018-through-2025 period utilizing the higher unified gift-estate exclusion.

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