New York State Estate Tax

Below is a Google Sheet that explains the New York State estate tax cliff and the role of the Santa Clause, which can be added to one's will, in increasing the size of the inheritance. This file is view only, but if you open it you can download it as an Excel file (under the file menu) and you should be able to log in to your own Google account and duplicate it to your account so that you can edit it. To open sheet in Google, click on the upper right corner of the spreadsheet window. Please send comments and feedback to j.dana@northeastern.edu.