Estate Planning Insights

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 Section 2701, vertical slice safe harbor rule, and their impact on gift tax and wealth management.

Paul Chmielewski

Partner

Estate Planning

Navigating the Unavoidable: A Comprehensive Guide to Preparing for Your Final Farewell

Discover the ins and outs of preplanning your funeral to ease the burden on your loved ones, save money, and ensure your wishes are fulfilled.

Kevin Dorwin

Partner & Market Leader

Estate Planning

Strategies to Help Your Child Buy a Home

How to Help Your Adult Kids Buy a Home. Each strategy can have major estate, tax and family dynamic implications. Here are several different strategies you might consider.

Paul Chmielewski

Partner

Estate Planning

Which Is Better-A Will or Revocable Trust?

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 about when one should be used over the other. The answer is heavily dependent on which state you live in and what type of assets you own. In other words, […]

Michael B. Fischer and Frederic Behrens

Estate Planning

What Is New York’s Estate Tax Cliff?

As part of Tax Cuts and Jobs Act of 2017, the U.S. federal estate tax exemption amount increased to approximately $12.92 million per individual or $25.84 million per couple (2023). As a result, many families are no longer subject to federal estate tax due to the high estate tax exemption amounts. However, several individual states […]

Frederic Behrens

Partner

Cross-Border Planning

Top 12 Financial Planning Issues for American Citizens Living in the United Kingdom

American citizens living in the United Kingdom face a complex interaction between U.S. and U.K. tax laws when it comes to their investments and retirement savings. The U.S. government taxes American citizens on their worldwide income based upon citizenship rather than residency. In addition to paying U.S. taxes, a U.S. citizen living in the United […]

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Jonathan Taylor

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Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.