
Individual and Family Wealth Articles
The Benefits of Life Insurance in an Estate Plan
Posted by D’Marie Kleeman on August 24, 2023
Despite the increase to the federal gift and estate tax exemption, life insurance plays a vital role in estate planning.
Planning Vehicles Used to Avoid Probate
Posted by D’Marie Kleeman on August 17, 2023
Using estate planning vehicles to avoid probate is in the best interest of your estate and beneficiaries.
The Reasons to Have an Original Signed Will
Posted by D’Marie Kleeman on August 10, 2023
A will has several purposes as part of your estate plan, and it is necessary to have a signed original copy, and here’s why.
The Importance of Estate Planning for Single Individuals
Posted by Amanda Ornowski on August 03, 2023
It is more important for single individuals especially those without children to have an estate plan and other legal documents.
Three Estate Plan Options After Death
Posted by Amanda Wojtkowski on July 28, 2023
An estate plan is still a functioning legal document even after death. We provide three tactics to implement upon death.
The Long-Term Impact of Catch-Up Contributions
Posted by D’Marie Kleeman on July 18, 2023
For those over 50 you are able to contribute up to $7,500 annually to your retirement accounts, the compound balance will surprise you.
Preserve a Charitable Legacy
Posted by Cheryl A. Jankowski on June 29, 2023
It is important to protect your legacy and make sure that your charitable gifts are used for their intended purposes.
The Responsibilities of Serving as Executor
Posted by Isabella Newman on June 22, 2023
Understand the responsibilities of serving as Executor but before you take it on, make sure it is the right decision to accept the role.
Plan Ahead to 2026 for Changes to Federal Gift and Estate Tax Exemption
Posted by Robert Ingrasci on June 15, 2023
Understanding the spousal lifetime access trust (SLAT) will help to prepare for changes in 2026 to the Federal Gift and Estate Tax Exemption.
High Net-Worth Individuals Responsible for Income Plus Investment Taxes
Posted by Cheryl A. Jankowski on June 09, 2023
For those individuals that pay both the standard income tax plus the net investment income tax there are strategies that can be implemented to minimize the tax.