Estate Planning

Incredible Artists, but Horrible Planners

October 19th, 2018|

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies

As we wrap up Estate Planning Awareness Week, we turn to two famous, but unfortunate, examples of what happens if you fail to plan.  On April 21, 2016, the recording artist Prince died.  On August 16, 2018, the Queen of Soul, Aretha Franklin, passed […]

Planning for Your Digital Assets

October 18th, 2018|

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies

Continuing with Estate Planning Awareness Week brings us to a new area of the law.  Apple. Twitter. Gmail. Netflix. Pandora. Shutterfly. Amazon. These online accounts may be a part of your daily life, but have you thought about how you’d like your digital assets […]

Consider a “Pet Trust” to Care For Fido

October 17th, 2018|

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies

As we continue National Estate Planning Awareness week it’s time to consider your fuzzy family members.  I’m not talking about your unique uncle, though, I’m talking about your pet.  People love their animals, sometimes more than their human family.  Historically, though, the law considered […]

Review Your Successor Appointments

October 16th, 2018|

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies

For round two of National Estate Planning Awareness week, we are going to focus on your successors.  If you have a will, you have named a personal representative to serve.  If you have a trust, you have named a successor trustee to serve on […]

National Estate Planning Week is October 15-19th

October 15th, 2018|

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies

It’s that time of year again, National Estate Planning Awareness week.  This week is led by the National Association of Estate Planners and Councils, and is an effort to remind everyone of the importance of having a comprehensive estate plan.  To support this cause […]

Celebrating Senior Citizen’s Day

August 21st, 2018|

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies

Today is officially Senior Citizen’s Day.  With that, it seems like as good of a day as ever to remember it’s important to get your estate planning organized and efficient.  You should know where your estate planning documents are located, and what they say.  […]

National Estate Planning Week: Looking Ahead

October 20th, 2017|

By Jeffrey R. Wolfe, Vice President and Manager, Wealth Planning Strategies

As we wrap up National Estate Planning Awareness week, we look toward the future.

This week the IRS announced the annual gifting limits increase $1,000 to $15,000 per person per year. This means a married couple may gift up to $30,000 per person with […]

Will Estate Taxes Go Away?

October 19th, 2017|

By Jeffrey R. Wolfe, Vice President and Manager, Wealth Planning Strategies

President Trump and Republican legislators recently submitted their “Unified Framework for Fixing Our Broken Tax Code.”  In it, they proposed to condense tax brackets, lower corporate tax rates, and generally, “make America great again.”  As with nearly every tax plan, this one is also designed […]

Yes Millennials, You Too Need An Estate Plan

October 17th, 2017|

By Jeffrey R. Wolfe, Vice President and Manager, Wealth Planning Strategies

Generally described as the generation born after 1980 but before 2000, you Millennials are a large generation who are changing the game in many ways.  That said, you also continue the folly of your previous generations by failing to prepare for your own incapacity or […]

National Estate Planning Week is October 16-20th

October 16th, 2017|

By Jeffrey R. Wolfe, Vice President and Manager, Wealth Planning Strategies

Once again, it’s National Estate Planning Awareness week, a concept led by the National Association of Estate Planners and Councils.  In support of this effort we will be bringing you various planning and organization ideas to help you understand what estate planning is, and why […]