Is this you? As a journalist, you can create a free Muck Rack account to customize your profile, list your contact preferences, and upload a portfolio of your best work.
Claim your profile
Articles by Cheryl Gordon
The Estate Planner, January/February 2024 | JD Supra
December 27, 2023 G.P. Diminich, Cheryl Gordon, David Rectenwald, Jon Skelton Shumaker, Loop & Kendrick, LLP + Follow x Following x Following - Unfollow Contact To embed, copy and paste the code into your website or blog: Married couples: Joint or separate trusts? Revocable trusts are a key component of many estate plans.
The Estate Planner, May/June 2023 | JD Supra
May 1, 2023 G.P. Diminich, Cheryl Gordon, David Rectenwald, Jon Skelton Shumaker, Loop & Kendrick, LLP + Follow x Following x Following - Unfollow Contact To embed, copy and paste the code into your website or blog: SECURE 2.0 provides a boost to your retirement and estate plans - The SECURE 2.0 Act of 2022 (SECURE 2.0) expands on the changes made by the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act).
The Estate Planner, November/December 2023 | JD Supra
November 1, 2023 G.P. Diminich, Cheryl Gordon, David Rectenwald, Jon Skelton Shumaker, Loop & Kendrick, LLP + Follow x Following x Following - Unfollow Contact To embed, copy and paste the code into your website or blog: How planning can minimize the impact of income taxes - Until recently, estate planning strategies generally focused on removing as much wealth as possible from one’s estate to avoid the bite of federal estate tax.
"The Estate Planner," November/December 2023
Below is a brief glance of what you'll find in the November/December 2023 issue of The Estate Planner. Basis points: How planning can minimize the impact of income taxes Preserve wealth for future generations with a spendthrift trust Form over substance: Documenting charitable donations is critical Estate Planning Red Flag: You have a holographic will For more information, please contact a Shumaker attorney in any of these service lines:
The Estate Planner, September/October 2023 | JD Supra
August 16, 2023 G.P. Diminich, Cheryl Gordon, David Rectenwald, Jon Skelton Shumaker, Loop & Kendrick, LLP + Follow x Following x Following - Unfollow Contact To embed, copy and paste the code into your website or blog: Preparing for 2026 - Four ways to build flexibility into your estate plan - January 1, 2026, is a significant date for estate planning. On that day, the federal gift and estate tax exemption amount set by the Tax Cuts and Jobs Act will sunset.
The Estate Planner, July/August 2023 | JD Supra
Estate planning in a digital world - Today, virtually everyone owns (or licenses) digital assets, from email and social media accounts to digital photos and videos to online banking and brokerage accounts. Unlike traditional, physical assets, digital assets leave little or no “paper trail.” Please see full Newsletter below for more information. Download PDF
"The Estate Planner," July/August 2023
USA July 5 2023 Today, virtually everyone owns (or licenses) digital assets, from email and social media accounts to digital photos and videos to online banking and brokerage accounts. Unlike traditional, physical assets, digital assets leave little or no “paper trail.” Unless your estate plan specifically provides for them, it may be difficult for your family to access these assets — or even know that they exist.
The Estate Planner, March/April 2023 | JD Supra
Funding long-term care expenses: What are your options? Few things can derail your estate plan as quickly as unanticipated long-term care (LTC) expenses. Most people will need some form of LTC — such as a nursing home or assisted living facility stay — at some point in their lives. And the cost of this care is steep. According to a 2021 survey by Genworth, the national median cost of a private room in a nursing home is about $9,000 per month.
The Estate Planner, January/February 2023 | JD Supra
Pay attention to securities laws when planning your estate - Do your assets include unregistered securities, such as restricted stock or interests in hedge funds or private equity funds? If so, it’s important to consider the securities law implications of various estate planning strategies. Please see full Newsletter below for more information. Download PDF
"The Estate Planner," January/February 2023
USA December 27 2022 Do your assets include unregistered securities, such as restricted stock or interests in hedge funds or private equity funds? If so, it’s important to consider the securities law implications of various estate planning strategies. Securities laws in a nutshell The federal securities regulation regime consists of four main laws: ■ The Securities Act of 1933, which is designed to protect investors by imposing registration and disclosure requirements on public offerings of stock.
San Francisco Luxury Real Estate for Sale: 265 Clear Ridge Drive
Home of the Day is presented by the San Francisco Business Times with Pacific Union and Christie’s International Real Estate. This is your invitation to view some of San Francisco's most-luxurious properties. Come inside and take a look around. Click on the gallery image to view today's featured property. Stunning custom built 2,613 +/- square foot home on .26 beautifully landscaped oak studded acres.
San Jose Luxury Real Estate for Sale: 265 Clear Ridge Drive
Home of the Day is presented by the Silicon Valley Business Journal with Pacific Union and Christie’s International Real Estate. This is your invitation to view some of San Jose's most-luxurious properties. Come inside and take a look around. Click on the gallery image to view today's featured property. Stunning custom built 2,613 +/- square foot home on .26 beautifully landscaped oak studded acres.
Show More
loading
Actions
Is this you?
As a journalist, you can create a free Muck Rack account to customize your profile, list your contact preferences, and upload a portfolio of your best work.Get in touch with Cheryl
Contact Cheryl, search articles and posts on X, monitor coverage, and track replies from one place.
Learn more about Muck Rack