Categories

Estate Planning

Government Spending Bill Takes Aim at Common Estate-Planning Strategies By Eric P. Zeitlin

Posted October 6, 2021

The House Budget Committee voted on September 25 to approve a proposed $3.5 trillion spending and tax bill to support the president’s economic agenda. As expected, the draft legislation includes provisions calling for higher taxes on the wealthy. However, it also includes a series of measures that would essentially nullify the benefits of some estate-planning […]

4 Estate Planning Tips for Blended Families By Kathleen Marteney, CRPC®

Posted September 29, 2021

When second and third marriages result in the blending of two families, a complicated financial picture may emerge. Couples coming into a second or third marriage bring with them ex-spouses, children from previous relationships and financial responsibilities, assets and liabilities that may carry deep emotional attachments. Addressing these delicate issues from the onset will help […]

Parents of Special Needs Children Can’t Afford to Delay Estate Planning By Lee Hediger

Posted September 8, 2021

At some point, every parent must consider the possibilities of what will happen should they pass away before their children are old enough to care for themselves. This concern can be significantly more daunting when it involves special-needs children who may never become fully capable of living independently and supporting themselves. For these families, it […]

4 Critical Actions to Help Recession-Proof Your Finances by Jamel Gordon, CFP

Posted September 1, 2021

The U.S.’s longest economic expansion came to a halt in the first quarter of 2020 with the COVID-19 pandemic. Despite the uncertainty surrounding the longer-term financial impacts of the health crisis, we could look to prior economic downturns to prepare ourselves to weather an extended storm. After all, those who do not learn from history […]

The Importance of Trusts for Families at All Income Levels By Lee F. Hediger

Posted August 26, 2021

Trusts, once thought of as vehicles reserved for the wealthy, have been garnering attention from families at all income levels. In fact, trusts are becoming as ubiquitous as wills, providing individuals with the assurances that their wishes for asset distribution and care of loved ones will be followed upon their death and done so rather […]

Charitable Giving Can Yield Greater Tax Benefits in 2020, 2021 by Lee F. Hediger

Posted June 30, 2021

The CARES Act and other stimulus packages enacted in 2020 and 2021 have encouraged individuals and businesses to maintain or increase their charitable giving even when they may be facing their own struggles in the wake of the COVID-19 pandemic. For Individuals Effective for 2020 and 2021, individuals who itemize deductions on their federal income […]

Is now a good time for a Roth Conversion of your Retirement Savings? By Lee F. Hediger

Posted June 10, 2021

As the Biden Administration crystalizes its campaign promise of tax reform, one thing is clear: there is a likely chance that wealthy taxpayers will pay higher taxes on income and investments in the future. Preparing for this potential shift requires efficient estate planning and nimble execution. The current administration calls for increasing the top income […]

A Sane Strategy for Planning Through Life Transitions By Kathleen Marteney, CRPC®

Posted June 2, 2021

Navigating through major life transitions is stressful, regardless of whether they are anticipated rites of passage, such as a marriage or birth of a child, or unexpected events, such as a divorce, personal illness or death of a spouse. While these changes are inevitable, they need not be emotionally or financially devastating when you take […]

Now is the Time to Prepare for Potentially Higher Taxes on the Wealthy By Scott Montgomery

Posted May 19, 2021

On April 28, 2021, President Biden addressed the nation and outlined his plans for reforming the U.S. tax code to help pay for a proposed $2.3 trillion American Jobs Plan and a more recently unveiled $1.8 trillion American Families Plan. Whether the provisions included in the president’s plans will ultimately pass into law remains to […]

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