Jeffrey

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 […]

Avoid Tax Surprises This Year: Better Charitable Deductions. . . if You Itemize

September 6th, 2018|

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

(Part 3 of a 4-part series)

Tuesday, we reviewed the importance of checking your withholding to make sure you are not over/under-withholding due to the tax law changes this year.  Yesterday, we focused on how state and local tax deductions have been limited under the […]

Succession Planning for Your Business

September 5th, 2018|

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

If you have built or maintained a business in your professional life you may feel like that business is one of your children.  That said, what are you going to with that “business child” when it’s time for you to slow down or step […]

Avoid Tax Surprises This Year: State and Local Tax Deductions Now Limited

September 5th, 2018|

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

(Part 2 of a 4-part series)

Yesterday, we reviewed the importance of checking your withholding to make sure you are not over-withholding or under-withholding due to the tax law changes this year.  As the second installment of this series of blogs dedicated to avoiding tax […]

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.  […]

Retirement Income: Six Things that Can Blow Up Any Retirement Income Plan

August 15th, 2018|

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

Even some of the best laid plans take an unforeseen turn.  For example, you can develop what seems to be a well thought out approach to funding your retirement, but then something could happen that blows it apart.  While it may be fun to […]