Wealth Planning

Attractive Wealth Planning Strategies Enabled by the Current Environment

Vice President & Director of Wealth Planning

While the current environment presents numerous challenges, there are also a number of advantageous income and estate tax strategies that are now available. In addition, many individuals are reassessing their personal and financial priorities. This video highlights several key financial and wealth transfer tax strategies and help you take control of your finances.

Listen to the podcast version on the Fiduciary Insights channel on iTunes, Google Play, and Spotify

Publish date: June 9, 2020

Trusts and Estates

Wealth Transfer in a Low Rate Environment

Several wealth transfer techniques such as lifetime gifting, grantor retained annuity trusts, and intra-family loans, are particularly well suited to taking advantage of this low interest rate and depressed market value environment. ▸

Philanthropy

Maximizing Charitable Impact in This Time of Great Need

In this webcast, an expert panel provides guidance for nonprofit donors, board members, and leaders on navigating the current pandemic challenges and delivering impact. ▸