TheNew York CityScoop

Estate Tax Planning News
New York, NY

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

Disinheriting a descendent is something that people sometimes threaten when planning their estate. This doesn’t only happen among the high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients who are estate tax planning clients of The Unger Company, but also among people with much smaller estates. Sometimes this can be chalked up to people being pe…

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

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 exemption was lower in previous years. Knowing that the exemption has been raised for 2023 isn’t enough, though. As estate tax planning and strategy experts, The Unger Company reads a little more d…

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

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. Yeah, we could spin your head…but we’ll try not to. The basics here are really interesting. We are very much a product of a 20th century perspective on insurance, so we took a moment to do so…

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

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 example of how things can be very different for HNW and UHNW families. The Unger Company works with family offices representing our clients, so we thought it would be a good idea to clarify t…

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

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 of truth that applies to The Unger Company. We’re not your financial advisor nor your attorney, but we will help to protect your wealth! We set out with an altruistic goal for you and your…

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

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 and the state legislature have pitched competing proposals, but the bottom line is that whichever proposal becomes law in the state, The Unger Company would have to say taxpayers in the state wi…

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Harold M Unger

The Unger Company Ltd.

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