Taxes on estates and gifts can sneak up and take a big bite— but smart planning turns that into a win! With estate and gift tax planning, you use exclusions, deductions, and strategies to minimize what Uncle Sam (and New York) takes, so your wealth passes on bigger and better.
At Stepanian Law Firm, we’re your go-to estate tax planning lawyer and gift tax attorney serving Nassau County and NYC. We help high-net-worth clients navigate federal exemptions, New York estate tax quirks, and lifetime gifting for maximum savings and legacy power.
What’s Estate and Gift Tax Planning All About?
- Federal Gift Tax — Gifts over the annual exclusion ($18,000+ per person in 2025) count toward your lifetime exemption. Use it wisely: education/medical payments are unlimited, plus marital/charitable deductions!
- Federal Estate Tax — Gross estate includes everything—probate assets, trusts, life insurance. Deduct expenses, losses, marital/charitable gifts. 2025 exemption is high—plan before any drops!
- New York Estate Tax — Exemption around $6.9M+ (check current rates); gifts within 3 years may add back. Top rates up to 16%—we help you stay under the cliff!
- Why It Matters — Proper planning reduces taxes, protects assets, and ensures your family gets more. Tie in Medicaid strategies or business succession for extra wins.
Pro Tip: Annual gifting + trusts = tax magic. We run the numbers so you keep control and cut costs!
Why Choose Stepanian Law Firm for Estate and Gift Tax Planning?
- Personalized & Enjoyable — We make tax talk clear and even fun—custom plans, no confusion!
- Expert NY & Federal Knowledge — Stay ahead of 2026 changes and local rules for high-net-worth strategies.
- High-Net-Worth Specialists — Tailored for complex estates, large gifts, and multi-generational wealth.
- Local Mastery — Proudly serving Nassau County and NYC clients.
Time to outsmart the taxes? Grab a free consultation and let’s build your tax-smart legacy!