Estate Planning Insights

Judith Gordon

Principal

Estate Planning

A Primer on Planning for a Special Needs Child

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.

Paul Chmielewski

Partner

Estate Planning

2024 Gift, Estate, and GST Tax Changes

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

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 your assets are efficiently distributed and your legacy is preserved. Explore ten essential reasons why an estate plan is necessary, regardless of your wealth level.

Paul Chmielewski

Partner

Estate Planning

Promissory Notes: A Way to Lock In Estate Tax Exemption Amounts

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 notes, especially in conjunction with irrevocable grantor trusts, present a potential solution to lock in current exemption amounts.

Paul Chmielewski

Partner

Estate Planning

Sell Your Business and Create a Family Legacy

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 steps a business owner should consider.

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