Estate Planning Insights

Judith Gordon

Principal

Estate Planning

A Primer on Planning for a Special Needs Child

September 20, 2022   -   Caring for a person with special needs has unique challenges and often requires significant resources to cover the additional expenses for care. Special needs planning is designed to help people provide for a disabled family member without disrupting the individual’s eligibility for government benefits. As importantly, planning for a disabled family member includes making decisions […]

Paul Chmielewski

Partner

Estate Planning

So, You Are a Trustee?

It is critical for trustees to understand the legal standards governing them when they serve as a trustee. Cerity Partners advisor, Paul Chmielewski, discusses the standards that should be considered before appointing a trustee.

Judith Gordon

Principal

Estate Planning

Planning for Those Who Are at the End of Life’s Journey

While death is inevitable for us all, many of us push the thought out of our minds as we go about our daily lives. In addition to being reflective and appreciative of your time left on this planet, the following “to dos” may help you feel more confident that you’ve left your personal and financial matters in the best possible state for grieving loved ones.

Paul Chmielewski

Partner

Estate Planning

Estate Planning Documents Everyone Should Have

The basic message is that most people think estate planning is important but are often confused about how to get it done. So, what are the basic estate planning documents every adult should have?

Susan Hartley-Moss

Partner

Estate Planning

Building Trusts That Stand the Test of Time

Today’s economic climate is a “wake up” call for anyone involved with the management and operation of a trust. Now is the time to re-evaluate your clients’ trust structures and investments to make sure they don’t have the same experience.

Paul Chmielewski

Partner

Estate Planning

The No Claw-Back Rule

In April 2022, the IRS issued proposed regulations creating exceptions to the No Claw-Back Rule. This threatens the ability to benefit from the current all-time high estate tax exclusion amounts.

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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.