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… Paul Chmielewski, Partner
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… Paul Chmielewski, Partner
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”… Paul Chmielewski, Partner
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. Paul Chmielewski, Partner
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… Paul Chmielewski, Partner
Estate Planning Trusts as IRA Beneficiaries April 16, 2024 - This 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… Paul Chmielewski, Partner
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… Paul Chmielewski, Partner
Estate Planning 2024 Gift, Estate, and GST Tax Changes December 4, 2023 - Partner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024. Paul Chmielewski, Partner
Estate Planning Not Worried About Federal Estate Taxes? Ten Reasons You Still Need an Estate Plan November 20, 2023 - Estate planning is crucial for all adults, not just those with taxable estates. From addressing income tax considerations to managing digital assets, estate planning ensures… Paul Chmielewski, Partner
Estate Planning Promissory Notes: A Way to Lock In Estate Tax Exemption Amounts October 4, 2023 - Gift and estate tax exemption amounts are may sunset at the end of 2025. For those wary of losing control over significant traditional assets, promissory… Paul Chmielewski, Partner
Estate Planning Sell Your Business and Create a Family Legacy August 14, 2023 - The sale of a business often represents the largest financial event in the business owner’s life. Partner Paul Chmielewski discusses the important pre- and post-sale… Paul Chmielewski, Partner
Estate Planning Reading Between the Lines: Crafting A Compassionate Letter of Instructions for Your Testamentary Wishes August 7, 2023 - While legal documents provide the structural framework for your estate planning, a compassionate letter of instructions captures the nuances of your personal wishes, ensuring clarity… Judith Gordon, Principal
Estate Planning A Guide to Charitable Gifting Options June 22, 2023 - Discover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to… Paul Chmielewski, Partner
Estate Planning Having Your Cake and Eating It Too! May 23, 2023 - Discover the intricacies of carried interest transfers in estate planning with our in-depth guide, "Having Your Cake and Eating It Too!" Learn about the IRS… Paul Chmielewski, Partner
Estate Planning Which Is Better-A Will or Revocable Trust? February 14, 2023 - A common decision when creating an estate plan is whether to use a will or a revocable living trust. There is a lot of confusion… Paul Chmielewski, Partner
Business Owner Advisory 5 Ways Small Business Owners Can Help Protect Themselves from Tariffs May 14, 2025 - With headlines dominated by tariffs and trade policy shifts, small & mid-size business owners are on edge. Learn 5 ways to protect your small business…
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…
Economic and Market Outlooks Webinar Recording: Q2 2025 Market & Economic Outlook May 16, 2025 - Watch our Investment Office’s timely assessment of recent market volatility and economic uncertainty. This quarter’s market update assesses the economic landscape before and after the…
