Estate Planning

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 […]

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 […]