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Judith Gordon

Principal

Estate Planning

A Primer on Planning for a Special Needs Child

December 18, 2023 - 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.

Judith Gordon, Principal

Judith Gordon

Principal

Estate Planning

Reading Between the Lines: Crafting A Compassionate Letter of Instructions for Your Testamentary Wishes

August 7, 2023 - While legal documents provide the structural framework for your estate planning, a compassionate letter of instructions captures the nuances of your personal wishes, ensuring clarity…

Judith Gordon, Principal

Judith Gordon

Principal

Estate Planning

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

August 8, 2022 - 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…

Judith Gordon, Principal

Judith Gordon

Principal

Individuals and Families

California Homeowners’ Exemption vs. Homestead Exemption: What’s the Difference?

May 17, 2021 - Many homeowners may not be aware of an exemption that slightly lowers annual property taxes or the exemption that protects homeowners from a particular kind…

Judith Gordon, Principal

Judith Gordon

Principal

Estate Planning

Expanding Your Estate Planning Toolbox With SLATs

March 9, 2021 - Some married couples are concerned about gifting strategies that involve the loss of control of assets during their lifetime.

Judith Gordon, Principal

Judith Gordon

Principal

Individuals and Families

How Do Federal Tax Laws Get Passed?

February 23, 2021 - A review of the legislative process for passing federal tax law may help us better understand how and when proposed tax changes may occur.

Judith Gordon, Principal

Judith Gordon

Principal

Estate Planning

The Stretch Is Dead: Estate Planning Options for IRA Accounts Post-SECURE Act

October 4, 2020 - While the SECURE Act eliminates the “stretch” for most beneficiaries, there are 5 categories who may still “stretch” out distributions over their lifetime.

Judith Gordon, Principal

Judith Gordon

Principal

Tax Strategies

California Property Taxes Post Proposition 19: The Makeover

September 14, 2020 - Proposition 19 — approved by California voters in November 2020 — has made significant changes to property taxes that can be imposed.

Judith Gordon, Principal

Judith Gordon

Principal

Estate Planning

Gifting Strategies

August 1, 2020 - These examples illustrate that the interplay of both estate and income taxes in gifting strategies can become relatively complex.

Judith Gordon, Principal

Judith Gordon

Principal

Estate Planning

IRS Guidance on Clawback of Gift & Estate Tax Exemption

April 16, 2020 - In November 2019, the IRS published final regulations that provided guidance needed for taxpayers to make fully informed tax decisions about lifetime gifts.

Judith Gordon, Principal

Judith Gordon

Principal

Estate Planning

Generation Skipping Trusts

February 1, 2019 - The generation-skipping transfer tax may not be imposed by (1) placing the property in a trust that is exempt from the generation-skipping tax or (2)…

Judith Gordon, Principal

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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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Dustin Ribergaard

Principal & Client Experience Director

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Ben Pace and Joseph Matus

Economic and Market Outlooks

Third Quarter 2026 Review and Fourth Quarter 2026 Economic and Market Outlook

October 7, 2026 - Looking into Q4 and beyond, AI-related capital investment and fiscal support should help sustain global growth, while stubborn inflation, tighter monetary policy, and elevated rates…

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: October 2026 Economic and Market Outlook

October 1, 2026 - In our October outlook, Jim Lebenthal, Partner and Chief Market Strategist, notes that the economy’s three key pillars—GDP growth, strong labor markets, and profit growth—remain…

Ralph Coutant

Senior Principal

Individuals and Families

Diversification Strategies for AI Concentration Across Asset Classes

October 8, 2026 - AI-linked companies now represent roughly half of S&P 500 market capitalization. And the concentration doesn’t stop at the technology sector.

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