Estate Planning Webinar – What you need to know

In this presentation, you’ll learn:

• What is estate planning (hint – it’s more than just a will)
• The current estate tax laws and how it all works
• Considerations for getting your plan in order for “today”
• Ways to structure things to avoid NY estate tax for certain estates
• Gifting strategies and considerations, especially in light of the high federal estate/gift exclusion that goes away 12/31/25. Lock that in before it’s gone if you have a large estate!
• Additional considerations if you own a business