Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week we discuss asset protection trusts and spousal lifetime access trusts (SLAT).
Trust asset management requires a multifaceted approach to managing the day-to-day running of a portfolio that encompasses, among other things, strategic asset allocation, fiduciary responsibilities, risk management and a keen understanding of tax implications. Trustees must navigate a complex landscape to fulfill their obligations, optimize financial outcomes, and align investments with the trust’s goals and beneficiaries’ needs.
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we discuss resilient consumer spending and unexpected inflation dynamics.
SLATs have gained popularity recently, to shift wealth out of the taxable estate. What is the big deal about the estate tax?
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we review the robust performance of the U.S. economy with a look at the labor markets.
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week we discuss the Tax Cuts and Jobs Act.
The Tax Cuts and Jobs Act of 2017 (“TCJA”) brought numerous changes to the tax code including reduced individual income tax rates, significant increases to the standard deduction, and doubling of the estate tax exemption. The legislation also has a sunset provision, meaning many of the changes are set to expire at the end of 2025.
Securing a comfortable retirement requires thoughtful planning and strategic financial decisions. To ensure you won’t outlive your retirement savings, consider these five crucial tips.
Consider these four steps when transitioning to your new phase of life in retirement.
Prior to retirement, our investment portfolios, and all the assets in it, generally all have one purpose: to grow. As we enter retirement, we have to adjust to spending our assets to support our lifestyle.
The complex landscape of life’s major events—career changes, marriage, childbirth, divorce, and the loss of a loved one—should prompt women to reevaluate and amend their wills, trusts, and overarching financial plans. These milestones are not merely checkpoints; they represent critical junctures where thoughtful, reimagined planning is paramount.
Having a sound financial plan for retirement is paramount, but additional preparation for this important milestone in your life is also wise. Emotional, social, and income source considerations are just as crucial as your financial plans.
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we explore the robust dynamics of global growth in 2024, highlighting key economic indicators and opportunities for investors.
The landscape of employee retirement planning is undergoing transformative changes. The Employee Retirement Income Security Act (ERISA) is at the heart of this evolution, introducing pivotal themes that promise to redefine the retirement planning horizon for millions of workers. Let’s explore some key themes for 2024, each designed to enhance the retirement readiness and financial security of the average employee in an ever-changing world.
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we delve into the nuanced terrain of the latest economic data, offering a perspective on inflation trends and their implications for the investment landscape.
Exploring the interaction between retirement, education, and real estate is vital in financial planning especially for women. Early and ongoing financial education is crucial for managing both current and future needs effectively. A recent Bryn Mawr Trust study highlights the importance of strategic planning in addressing the impacts of career changes, educational progress, and residential moves on women’s finances. Understanding these factors enables women to make informed decisions that support their life ambitions and financial security.
With proper planning, retirement doesn’t have to be a psychological roller coaster ride.
It’s tax preparation season. While gathering documents, statements, and receipts is important, the real value is in having a plan. Learn from our experts on how to minimize the taxes you are paying now and plan for years ahead.
It’s tax preparation season. While gathering documents, statements, and receipts is important, the real value is in having a plan. Learn from our experts on how to minimize the taxes you are paying now and plan for years ahead.
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we highlight the close relationship between the stock and bond markets and their influence on our economic outlook.
Owners of closely held businesses face additional challenges when it comes to tax planning and year-end pressures. Check out these ways for business owners to maximize opportunities before March 15.
Women are at the forefront of securing their financial futures, showcasing resilience, strategic planning, and an unwavering commitment to financial literacy. In an era where financial landscapes are constantly evolving, women’s involvement in financial planning has become more pronounced.
For those navigating the intricate world of real estate transactions, IRC Section 1031 provides a unique opportunity to defer capital gains taxes by selling property and reinvesting the proceeds in a similar property. Whether you’re a seasoned investor or a first-time property owner, understanding the nuances of Section 1031 is crucial for optimizing financial outcomes.
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we discuss the contrasting narratives of the leading economic indicators and coincident economic indicators.
For investors, the difference between investing and intelligent investing might not be how much you earn on each investment but how much you keep, after taxes. By implementing tax-efficient strategies into your overall financial planning you can learn to manage, defer, and/or reduce your income tax burden and hold on to a larger portion of your wealth.
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we discuss the January Consumer Price Index report, highlighting its subtle complexities and the implications for future Federal Reserve actions.
Four commonly missed topics you should make sure you disclose to your tax preparer that may help reduce the risk of costly return errors.
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