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WEBINAR REPLAY: Estate Planning Fundamentals: Protect Your Family & Navigate New Tax Changes

Brian Taylor, CTFA

Bryn Mawr Trust

September 22, 2025

< 1 min read

Join our experts for a step-by-step guide to estate planning. We’ll cover fundamental documents every adult should have, explore how major life changes trigger updates to your plan, and review recent estate tax changes with the “One Big Beautiful Bill.” Whether you’re just starting your estate planning journey or need to update existing documents, this session will provide actionable insights to help protect your family and assets.

Key Topics:

Essential Estate Planning Documents
Updates to Estate Planning Taxes
Wills vs Trusts: Making the Right Choice
Life Changes That Require Plan Updates
Estate Planning for Business Owners

Speakers:

Brian Taylor, CTFA, Wealth Director, Bryn Mawr Trust
Lisa Piergallini, CFP®, CTFA, Senior Wealth & Trust Advisor, Bryn Mawr Trust
David Stork, JD, Wealth Director, Bryn Mawr Trust

Brian Taylor, CTFA

Bryn Mawr Trust

Brian Taylor leads an advice-driven, cross-functional team of advisors, including investment advisors and wealth and trust advisors. He joined the company in 2021.

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