Financial Poise

About Gerry Nowotny

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Gerry Nowotny

Gerry Nowotny is a tax and estate planning attorney. He focuses on income and estate tax reduction and deferral strategies. Gerry has spent the last three decades in the insurance and financial planning industries. Gerry has CFP®, CLU® and ChFC® professional designations.

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Financial Poise Contributions

  • Multi-Generational Tax Strategy for High Net Worth Families Article published on October 17, 2023
  • In Wake of Tax Reform, Private Placement Life Insurance Has a Rising Role Article published on April 24, 2020