Meet The Author Judith Gordon Principal Judy is a Principal based in the Silicon Valley office. She provides consulting advice for private clients and advisors on estate planning, wealth-transfer strategies, trust... Learn More
Estate Planning Having Your Cake and Eating It Too!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…
Estate Planning Navigating the Unavoidable: A Comprehensive Guide to Preparing for Your Final FarewellDiscover the ins and outs of preplanning your funeral to ease the burden on your loved ones, save money, and ensure your wishes are fulfilled.
Estate Planning Strategies to Help Your Child Buy a HomeHow to Help Your Adult Kids Buy a Home. Each strategy can have major estate, tax and family dynamic implications. Here are several different strategies…
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…