2023 - New York, NY - Estate Tax Planning

Recent

Saddle River, NJ – NJ’s Inheritance Tax Could Be an Unexpected Thorn for Family

Sun, Aug 20 2023 - 3:00 PM

New Jersey doesn’t have an estate tax, but it does have an inheritance tax. This is something that can be just as damaging to a family’s financial legacy as an e…

New York, NY – What the Heck Is Insurance? A Brief Look at Our Business

Thu, Aug 17 2023 - 3:00 PM

What the heck is insurance? And would you believe the concept dates all the way back to Roman times? It began with burial societies for people like soldiers to r…

Greenwich, CT – Conn.’s Updated Estate Tax Has a Gift for Heirs and Planners

Mon, Aug 14 2023 - 3:00 PM

Connecticut has revised its estate taxation rules for 2023, beginning with the state estate tax exemption is moving up and into alignment with the federal exempt…

New York, NY — What Is a Family Office? Managing a Ultra-High-Net-Worth Family

Thu, Aug 10 2023 - 3:00 PM

We started our “what the heck is…” series of articles and videos to help people begin to develop an understanding of topics relevant to The Unger Company’s busin…

New York, New York – Connecticut’s Estate Tax Is Subtly Different Than Federal

Mon, Aug 7 2023 - 7:00 AM

Connecticut has moved its estate tax exemption into alignment with the federal exemption of $12.92 million for 2023. This is new, as the state’s estate tax exemp…

New York, New York – What the Heck Is Life Insurance? Taking Care of Your Family

Thu, Aug 3 2023 - 7:00 AM

What the heck is life insurance? The Unger Company has five decades of experience in this business, so for us this is generally a deep dive with many details.…

New York, New York – What the Heck Is a Family Office? Managing Family Wealth

Mon, Jul 31 2023 - 7:00 AM

Extremely wealthy people can be very different from regular people in ways that are important to understand. The use of a structure called a family office is one…

New York, New York – How the Heck Are We Different than a Financial Advisor?

Thu, Jul 27 2023 - 7:00 AM

There’s a corny old saying from department store advertisements of many years ago: We’re not a bank, but we save you money. As corny as that is, there’s a kernel…

New York, New York – “Taxachusetts” Tax Relief to Raise Estate Tax Exemption

Tue, Jul 25 2023 - 7:00 AM

Massachusetts, which for decades has set the bar low in terms of its state estate tax, is moving toward modernizing its estate tax code. Governor Maura Healey…

New York, New York – Why Would a Wealthy Person Finance a Life Insurance Policy?

Tue, Jun 27 2023 - 7:00 AM

Why in the world would a wealthy person want to finance a life insurance policy? It would seem like someone with a lot of money could just reach into his or her…

New York, New York – Navigating New Jersey’s Inheritance Tax Maze of Madness

Thu, Jun 15 2023 - 7:00 AM

There’s a funny little rivalry in the Tri-State area. New Jersey and New York are like competitive siblings who take a different approach on many things. As weal…

New York, New York – What the Heck Is an Estate? A Confusion Easing Explanation

Tue, Jun 13 2023 - 7:00 AM

What the heck is an estate? There’s a simple explanation that comes with a heck of lot of details attached. A legal definition would read something like this:…

New York, New York – Having a Voice With the Next Generation After You’re Gone

Tue, May 30 2023 - 7:00 AM

Having a voice after you’re gone has an almost supernatural ring about it. If you’re old enough, you may think of Boris Karloff or Rod Serling. And, if you’re an…

New York, New York – Do Wealth Tax Proposals Threaten to Make You a Tax Refugee?

Tue, May 23 2023 - 7:00 AM

One of the more interesting stories of 2023 we are watching at The Unger Company Ltd. is the introduction of wealth tax legislation at the state level. These mea…

New York, New York – What Is the Best Life Insurance Company for HWNI and UHNWI?

Tue, May 16 2023 - 7:00 AM

A large component of the estate tax strategy The Unger Company Ltd. uses in our asset protection plans is to employ various types of insurance to counterweigh th…

New York, NY – The Unger Company: A Great Resource for a Family Office

Mon, May 15 2023 - 6:33 AM

The Unger Company has five decades of experience working in tandem with the best attorneys, accountants and asset managers in crafting outstanding estate plans f…

New York, New York – Beyond Federal Taxes: The Basics of New York’s Estate Tax

Tue, May 9 2023 - 7:00 AM

Estate taxes come in more than one size. There is a federal estate tax that is applied on 2023 estates greater than $12.92 million, and then there are a dozen st…

New York, New York – High Net Worth Classes: Understanding HWNI and UHNWI

Thu, May 4 2023 - 9:59 AM

The Unger Company, Ltd. specializes in designing and implementing elegant estate tax solutions. This is how we introduce ourselves to potential clients. But unde…

New York, NY – Search Top Rated High and Ultra High Wealth Estate Tax Planners

Mon, Apr 3 2023 - 6:54 AM

The Unger Company knows exactly what it takes to protect assets and pass along ethics and employs the best and most-proven methods to make this happen. We enter the…

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Year: 2023

Saddle River, NJ – NJ’s Inheritance Tax Could Be an Unexpected Thorn for Family

New York, NY – What the Heck Is Insurance? A Brief Look at Our Business

Greenwich, CT – Conn.’s Updated Estate Tax Has a Gift for Heirs and Planners

New York, NY — What Is a Family Office? Managing a Ultra-High-Net-Worth Family

New York, New York – Using an In Terrorem Clause to Stop an Estate Challenge

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AUTHOR & CONTRIBUTOR

Harold M Unger

The Unger Company Ltd.

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Recent

Saddle River, NJ – NJ’s Inheritance Tax Could Be an Unexpected Thorn for Family

New York, NY – What the Heck Is Insurance? A Brief Look at Our Business

Greenwich, CT – Conn.’s Updated Estate Tax Has a Gift for Heirs and Planners

New York, NY — What Is a Family Office? Managing a Ultra-High-Net-Worth Family

New York, New York – Connecticut’s Estate Tax Is Subtly Different Than Federal

New York, New York – What the Heck Is Life Insurance? Taking Care of Your Family

New York, New York – What the Heck Is a Family Office? Managing Family Wealth

New York, New York – How the Heck Are We Different than a Financial Advisor?

New York, New York – “Taxachusetts” Tax Relief to Raise Estate Tax Exemption

New York, New York – Why Would a Wealthy Person Finance a Life Insurance Policy?

New York, New York – Navigating New Jersey’s Inheritance Tax Maze of Madness

New York, New York – What the Heck Is an Estate? A Confusion Easing Explanation

New York, New York – Having a Voice With the Next Generation After You’re Gone

New York, New York – Do Wealth Tax Proposals Threaten to Make You a Tax Refugee?

New York, New York – What Is the Best Life Insurance Company for HWNI and UHNWI?

New York, NY – The Unger Company: A Great Resource for a Family Office

New York, New York – Beyond Federal Taxes: The Basics of New York’s Estate Tax

New York, New York – High Net Worth Classes: Understanding HWNI and UHNWI

New York, NY – Search Top Rated High and Ultra High Wealth Estate Tax Planners

LOCAL EXPERT

AUTHOR & CONTRIBUTOR

Harold M Unger

The Unger Company Ltd.

Leave a message

Location

Recent

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