Back to Estate Planning Insights 2024 Gift, Estate, and GST Tax Changes Paul Chmielewski December 4, 2023
Meet The Author Paul Chmielewski Partner Paul oversees Centralized Estate Services for Cerity Partners and is a Partner based out of Denver, Colorado. He works with Cerity Partners’ advisors to review... Learn More
Estate Planning Special Needs Trusts: The FundamentalsSpecial 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 PlanningOn 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 BeneficiariesThis article examines the critical considerations for selecting a trust as an IRA beneficiary post-Secure Act, including the types of trusts that qualify and the…
Estate Planning The Sunset is Not Worth Waiting ForEstate Tax Planning Strategies in 2024: Learn about strategies to navigate estate taxes before changes take effect in 2026. Options include Spousal Lifetime Access Trusts…
Estate Planning A Primer on Planning for a Special Needs ChildSpecial 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.
Estate Planning 2024 Gift, Estate, and GST Tax ChangesPartner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.
Individuals and Families 5 Things to Do in a Down MarketVolatile markets can shake the confidence of even the most committed long-term investors. Starting with a comprehensive financial plan, understanding just how much risk you…
Estate Planning A Guide to Charitable Gifting OptionsDiscover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…