Video: September 2026 Economic and Market Outlook
Schedule your complimentary 30-minute discovery call so we can understand your unique financial and life goals and match you with the advisor most well suited to help.
Request an IntroductionDue 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 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.



Schedule your complimentary 30-minute discovery call so we can understand your unique financial goals and match you with an advisor well suited to your needs.
Principal & Client Experience Director
Principal & Client Experience Director
Schedule a complimentary discovery call now:
This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.
Looking forward to
speaking with you!
Principal & Client Experience Director
Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.
We look forward to connecting with you soon.
James Lebenthal
Partner & Chief Market Strategist
Daniel Nolan
Partner & Vice Chairman
Learn about our Privacy Policy
By submitting the form, 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.