Back to Estate Planning Insights Family Charters: A Guiding Light for Managing Family Businesses and Other Property Pierre duPont February 11, 2019
Meet The Author Pierre duPont Client Advisory Pierre is a Partner at Cerity Partners based in the firm’s New York City office. He is passionate about helping clients live wisely with their... Learn More
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…
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…
Cross-Border Planning Top 12 Financial Planning Issues for American Citizens Living in the United KingdomAmerican 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…
Estate Planning What Does Discretion Mean to a Trustee?Partner Paul Chmielewski discusses common discretionary distribution standards to help mitigate trustee confusion on the topic.
Estate Planning Sell Your Business and Create a Family LegacyThe 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…