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Special Considerations for Blended Families: Estate planning for blended families requires careful structuring to ensure that the interests of all family members are protected and that assets are distributed according to the individual’s wishes.

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New York Estate Tax ‘Cliff’ and Planning Strategies: New York imposes an estate tax with a “cliff” effect, where exceeding the exemption amount by more than 5% results in taxation of the entire estate. Implementing planning techniques, such as charitable bequests or gifting strategies, can help mitigate this impact.

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Miami

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786.209.0539

31 NE 17th St, Miami, FL 33132

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212.561.4299

299 Broadway, New York, NY 10007

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300 Cadman Plaza W 12th floor Brooklyn, NY 11201

718.233.2825

300 Cadman Plaza W Brooklyn, NY 11201

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