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WSJ: How to Avoid Paying Higher Taxes When Your Spouse Dies

Articles & Interviews | Mar 18, 2024 | Ekaterina Klimentova

Due to the ‘survivor trap,’ taxes often spike when a spouse transitions to filing as a single taxpayer. However, there are several strategies to help lessen the impact. Ekaterina Klimentova shares a few tactics in the recent Wall Street Journal article “How to Avoid Paying Higher Taxes When Your Spouse Dies”.

Ekaterina Klimentova


Ekaterina is a Partner in the New York office. She has over 20 years of experience in the financial services industry, providing a wide range of professional services including tax planning, consulting and compliance, as well as accounting and family office services. Ekaterina works with matrimonial attorneys, providing them with various divorce financial consulting services such as asset tracing, lifestyle analysis, and forensic accounting. She has testified as an expert witness and has been appointed as a neutral expert by the Supreme Court of the State of New York.

Prior to joining Cerity Partners, Ekaterina was an Associate Managing Director at Lebenthal Family Office LLC, where she served a diverse group of high-net-worth clients. Before Lebenthal Family Office, she was a Tax and Family Office Manager at Executive Monetary Management Inc., a division of Neuberger Berman LLC. Ekaterina started her professional career at Ernst & Young LLP.