insights & events
At Bryn Mawr Trust, we provide regular updates on financial markets, economic outlook, and wealth planning through various resources.
Estate Planning Fundamentals: Protect Your Family and Navigate New Tax Changes
Wednesday, September 17, 2025
11:00 a.m. – 12:00 p.m. EST
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:
- David Stork, JD, Wealth Director, Bryn Mawr Trust
- Lisa Piergallini, CFP®, CTFA, Senior Wealth & Trust Advisor, Bryn Mawr Trust
Our Summer Newsletter Is Now Available! Inside, you’ll find:
- 2025 Mid-Year Economic and Market Outlook
- Building a Legacy: Essential Steps for Intergenerational Wealth Management
- Giving When the Need Feels Overwhelming
- Smart Foreign Exchange Strategies for Summer Travel
- Unlocking Your Home’s Hidden Potential: How a HELOC Can Help You Move Beyond ‘Golden Handcuffs’ and Transform Your Living Space
- What is a Living Trust, and Why Do You Need One?
