Estate Planning Insights

Estate Planning

Integrating Opportunity Zone Investments and Estate Planning

February 20, 2026 - As part of the Opportunity Zone program, Qualified Opportunity Funds can provide significant financial and tax benefits. At the same time, owners of these funds…

Estate Planning

Simple Ways to Help Avoid Probate: Revocable Living Trusts and More

November 18, 2025 - Probate is the legal process through which a deceased person’s estate is administered and distributed. While it serves an important function, it can also be…

Estate Planning

The Power of Substitution

October 2, 2025 - The grantor trust is a popular estate planning tool that allows assets to be removed from an estate while still being taxed to the grantor.…

Estate Planning

Estate Planning Tax Strategies with the One Big Beautiful Bill Act

September 22, 2025 - The One Big Beautiful Bill Act extended the 2017 tax cuts set to expire at the end of 2025, but several new tax provisions were…

Estate Planning

How to Manage Financial Matters After the Death of a Loved One

August 18, 2025 - When a loved one passes, it can feel like the world has caved in around you. If you are overwhelmed, it may be of some…

Estate Planning

Video: Navigating Special Needs Trusts

July 7, 2025 - Learn how special needs trusts can provide long-term financial stability and preserve public benefits for individuals with physical or mental disabilities.

Natalia Tchetchoulina

Partner

Estate Planning

How to Pass Down Prized Jewelry, Art, and Cars  

May 28, 2025 - Contemporary collectors want to convey their legacy to future generations. Learn how to properly pass down jewelry, art, and more to ensure the legacy endures.

Natalia Tchetchoulina, Partner

Estate Planning

10 Ways to Protect the Wealth You Have Built 

May 2, 2025 - Regardless of wealth level, everyone's assets are at risk, and it is critical to put together a plan to safeguard them. Learn 10 ways to…

Estate Planning

Estate Planning During Times of Market Volatility

March 25, 2025 - Market volatility isn’t just a challenge—it’s an opportunity. From gifting strategies and GRATs to Roth conversions and tax-loss harvesting, downturns can create unique financial planning…

Estate Planning

What Is “One Big Beautiful Bill” and What Does It Have to Do With Estate Planning?

March 12, 2025 - The potential expiration of 2017 tax cuts has created uncertainty around estate tax planning. Our latest Insight explores how the proposed “one big, beautiful bill”…

Estate Planning

Special Needs Trusts:  The Fundamentals

December 5, 2024 - Special needs trusts (SNTs) help families provide for loved ones with disabilities while safeguarding eligibility for critical government benefits.

Estate Planning

Why State Taxes Matter in Estate Planning

November 11, 2024 - On January 1, 2026, the federal estate tax exemption amount is scheduled to automatically decrease from $13.99 million per person (in 2025) to approximately $7…

Estate Planning

Trusts as IRA Beneficiaries

April 16, 2024 - There are a number of things to consider before naming your trust as the beneficiary of your IRA. Since the passage of the Setting Every…

Estate Planning

The Sunset is Not Worth Waiting For

April 5, 2024 - Estate Tax Planning Strategies in 2024: Learn about strategies to navigate estate taxes before changes take effect in 2026. Options include Spousal Lifetime Access Trusts…

Judith Gordon

Principal

Estate Planning

A Primer on Planning for a Special Needs Child

December 18, 2023 - Special needs planning is designed to provide a way to take care of a disabled family member without disrupting the individual’s eligibility for government benefits.

Judith Gordon, Principal