Estate Planning

Proposed Regulations Could Affect the Value of Your Family Business

October 20th, 2016|

By Jeffrey R. Wolfe, Vice President and Manager, Estate Planning Strategies and Affluent Client Services

If you’ve built a successful family business then you probably recognize how difficult it may be to pass that business down to the next generation. According to research, nearly 70% of family businesses fail to survive through the second generation, and […]

Presidential Candidates’ Estate Tax Proposals

October 19th, 2016|

By Jeffrey R. Wolfe, Vice President and Manager, Estate Planning Strategies and Affluent Client Services

As we come to the end of the election cycle (thankfully), one topic among the presidential candidates that falls in line with National Estate Planning Awareness Week (October 17-21, 2016) is estate and gift taxes. We will compare the current estate […]

Is Your Estate Plan Organized?

October 18th, 2016|

By Jeffrey R. Wolfe, Vice President and Manager, Estate Planning Strategies and Affluent Client Services

It’s National Estate Planning Awareness Week (October 17-21, 2016). Do you know where your estate planning documents are located and what they say? People often have a will or trust “somewhere,” whether that’s in a file cabinet or a safety deposit […]

2016 National Estate Planning Week: October 17-21

October 17th, 2016|

By Jeffrey R. Wolfe, Vice President and Manager, Estate Planning Strategies and Affluent Client Services

It’s National Estate Planning Awareness week (October 17-21, 2016), a concept led by the National Association of Estate Planners and Councils. In support of this effort we will be bringing you helpful planning and organization ideas throughout the week to help […]

Estate Planning Tips for Newlyweds

June 22nd, 2016|

By Jeffrey R. Wolfe, Vice President and Manager, Estate Planning Strategies and Affluent Client Services

It’s not likely that you and your new spouse registered for a new set of estate planning documents as a wedding gift. However, now that you’re married it’s very important to evidence your intentions with an updated estate plan. Here are […]

Strategies to Keep Your Beneficiaries from Blowing Their Inheritance

June 6th, 2016|

By Jeffrey R. Wolfe, Vice President and Manager, Estate Planning Strategies and Affluent Client Services

You’ve worked hard to create a nest egg for yourself. Perhaps leaving a legacy is another goal. Creating “trust fund babies” or having your legacy blown by your beneficiaries is typically never the goal. So what can you do to meet […]

Married? Unpredictable Estate Tax Laws Call for Careful Planning

October 22nd, 2015|

By Jeffrey R. Wolfe, Vice President and Manager, Estate Planning Strategies and Affluent Client Services

A not-so-fun topic in estate planning is discussing estate tax. As recently as the year 2001, the estate tax exclusion was $675,000 and the estate tax rate was as high as 55%. What this means is anyone that passed away in […]

Estate Planning Decisions: Don’t Overlook Incapacity Planning

October 21st, 2015|

By Jeffrey R. Wolfe, Vice President and Manager, Estate Planning Strategies and Affluent Client Services

As we continue with National Estate Planning Awareness Week, Oct. 19-23, 2015 we need to address one of the most important, most overlooked, and often most dreaded part of estate planning — planning for your incapacity. Most people think estate planning […]

Estate Planning Decisions: Asset Titling and Beneficiary Designations

October 20th, 2015|

By Jeffrey R. Wolfe, Vice President and Manager, Estate Planning Strategies and Affluent Client Services

In the spirit of National Estate Planning Awareness Week, Oct. 19 – 23, we want to remind you about the importance of coordinating your asset titling and beneficiary designations with your overall estate plan. It may not seem like it, but […]

Get Ready: It’s National Estate Planning Awareness Week

October 19th, 2015|

By Jeffrey R. Wolfe, Vice President and Manager, Estate Planning Strategies and Affluent Client Services

In an effort spearheaded by the National Association of Estate Planners and Councils, October 19-25, 2015, is National Estate Planning Awareness Week. The goal of this week is to help people understand what estate planning is, and why it is such […]