How Gifting During Your Lifetime Affects Your New York Estate

Many of my clients assume that giving money or property away before they die is the easiest way to shrink a taxable estate and keep assets out of Surrogate's Court entirely. In New York, that assumption can backfire, and I have seen families receive unwelcome news from their accountant only after the fact. The Three-Year […]

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Attorney Advertising Disclaimer: The estate planning, probate, elder law or other New York legal information presented on this site should NOT be construed to be formal legal advice nor the formation of a lawyer or attorney client relationship. Using the advice provided on this site without consulting an attorney can have disastrous results. Prior results do not guarantee similar outcomes. Please contact a Queens estate planning attorney at one of our law firms located in New York City. This web site is not intended to solicit clients for matters outside of the State of NY, although we have relationships with attorneys and law firms in states throughout the United States. Free consultation applies to an initial phone consultation.
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