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Tag: Estate Planning & Administration

Article
September 15, 2021

As Fall Temperatures Cool, Proposed Tax Legislation Gets Hotter

The House Ways and Means Chairman recently released the current House version of the Build Back Better Act that contains pending tax reforms. The new bill contains a few tax surprises worth noting for taxpayers who want to be prepared for the tax climate ahead.

Article
August 4, 2021

The American Families Plan: Vaulting into the Middle Class

President Biden recently unveiled his newest proposal – The American Families Plan (AFP), an ambitious $1.8 trillion package aimed at vaulting education, childcare, and paid family leave. Michael Cyrs, senior director of wealth transfer, provides more details about the proposed plan.

Article
July 26, 2021

Can Your Estate Plan Complete a Double Back Salto Tuck with a Full Twist?

In gymnastics, flexibility is key. Athletes train their bodies to stretch and adjust to changing speed and movement with total control and grace. Gold medal estate planning, in many ways, is no different.

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July 12, 2021

Estate Planning Basics White Paper

Estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. Your particular estate planning needs will depend on your age, health, life stage, goals, the types of assets you own, level of wealth, and many other factors. Learn more in this white paper.

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July 1, 2021

Tax Strategies for the American Families Plan [On-Demand Webinar]

The proposed American Families Plan could change the tax relief we have recently grown accustomed to. The plan raises a number of issues and possible strategies for taxpayers to consider in 2021.

Cents of Self
June 22, 2021

An Estate Plan for Every Stage of a Woman’s Life

Financial advisor Janet Petran provides a helpful overview of how a well-executed estate plan can support women as they transition through different life stages. This blog is the final installment of a three-part Cents of Self series about estate planning for women.

Article
June 4, 2021

Why Is Having an Estate Plan Important?

Financial advisor Maureen Wright looks at the two main purposes of a well-executed estate plan — protection and direction. This blog is the second installment of a three-part Cents of Self series about estate planning for women.

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May 13, 2021

2021 Top Estate Planning Strategies [On-Demand Webinar]

2020 taught us all that life can change dramatically in an instant. Whether you have an estate plan or would like to create one, you won’t want to miss this educational discussion with Mike Cyrs, senior director of wealth transfer, and Dominick Parillo, director of wealth transfer.

Article
May 11, 2021

A Tax Wolf in Sheep’s Clothing: It’s All About the Basis!

The proposed American Families Plan could increase tax liabilities for many families by changing the way estates are taxed. Mike Cyrs, senior director of wealth transfer, takes a closer look at the plan and presents possible tax planning strategies.

Article
May 10, 2021

Before the Sunset

Favorable gift and estate tax rates through the Tax Cuts and Jobs Act are scheduled to sunset on December 31, 2025. Financial advisor Kevin Kingston addresses the possibility that this exemption may be reduced before the final sunset date.

Article
May 10, 2021

Estate Documents Basics

Having a well thought out and organized estate plan is one of the kindest things you can do for your family and heirs. Financial advisor Libby Muldowney discusses the basic estate planning documents that should be considered, the reasons why you should have an estate plan, and how an estate plan can evolve over time to meet the changing needs of your life stages.

Article
January 19, 2021
Some of the Tax Filings after Death Can Be Stressful

Tax Filings after Death

There are several moving parts to consider when handling a loved one’s estate. Wealth transfer specialist Mary Beth Brummond provides a helpful overview of some of the tax filings that may be required.