If you are feeling anxious about possible changes to estate taxes, expect to have a taxable estate, and want to take action – it may be worth learning a little bit about irrevocable trusts.
Alphabet Soup: Examples of Irrevocable Trusts and Purposes
Second Quarter 2021 Wealth Management Insights Video
Mary Lago, CFP®, CTFA, chair of Ferguson Wellman and West Bearing's wealth management committee, discusses strategies to create a legacy for future generations of your family.
Wealth Management Insights: Preparing Future Generations for a Legacy of Success
Our Wealth Management Insights publication for second quarter 2021 titled, “Preparing Future Generations for a Legacy of Success.”
Inheritance: Navigating the Bittersweet Windfall
No matter your generation, there is a chance you will receive an inheritance at some point in your life. This bittersweet transfer of wealth could substantially change your financial picture.
Wealth Management Insights Forum: Planning for the Future
Our Wealth Managment Insights Forum recording can be accessed here. Topics covered included financial spring cleaning, potential new tax policies, strategic savings and spending priorities and steps toward establishing a wealth plan.
2021 Annual Limits for Tax and Wealth Planning
The College for Financial Planning has released its 2021 Annual Guide that is a great resource for tax planning, charitable giving and other important topics.
A Look Under the Hood at Wealth Planning
The start of the new year brings to mind resolutions and goal setting, but when it comes to your finances it may seem hard to know if you're on track. Financial planning with Wealth Horizon™ provides clarity and a path to success.
Wealth Management Insights First Quarter 2021
Our Wealth Management Insights publication for the first quarter of 2021 is titled, “Planning for the Future.”
Unique Year-End Financial Planning Opportunities in 2020
It has been a wild ride of politics, pandemics, and social unrest. As 2020 draws to a close, it’s time to review some typical year-end wealth planning reminders as well as ones that are unique to this year.
The Gift of Charity
There are several planning opportunities for charitable giving with the remaining days in 2020 which can also be tax-savvy moves.
Wealth Management Insights: Ready, Set, Wait ...
Samantha Pahlow, CTFA, AWMA, discusses the proposed tax changes that could affect clients’ tax planning for 2021.
Wealth Management Strategy Fourth Quarter 2020: Ready, Set, Wait ...
Should Low Interest Rates Alter When to Claim Social Security?
“Where will I generate cash flow in today’s low interest rate environment?” This is a question that many retirees are now facing as they consider how to effectively manage their income in the current era of extremely low interest rates. One answer could be making a strategic decision about when to claim your Social Security benefits.
Wealth Management Insights Fourth Quarter 2020
As we enter the fourth quarter of 2020, we face significantly different tax policy proposals from our presidential candidates. Developing a comprehensive gift, estate and income tax strategy in concert with your tax and legal advisors, but waiting until after the outcome of the election, may be prudent.
Get Medicare Savvy
Whether enrolling in Medicare for the first time or preparing for the Medicare open-enrollment period, it pays to review plan options and choose the most appropriate coverage for your circumstances.
Applying the Principles of Planning to Emergency Situations
News of western wildfires are dominating the headlines. Many of us who thought we were not at risk of being evacuated from our homes now have a heightened awareness of how important it is to plan for the unexpected.
Communicating Your Values Through Legacy Planning
Values-based estate planning aligns the distribution of one’s assets with their personal beliefs. This article some examples of values that our clients have communicated over the years and how that is conveyed in their estate plan.
Wealth Management Webinar Recording: Planning for the Known and Unknown
Video recording of our wealth management webinar, “The Known and Unknown,” which was presented on August 18, 2020.
Preparing for Fire and Other Risks
Planning for the risk of unknown events is a key component of a solid financial plan. In the following video, Josh Frankel, CFP® addresses five ways to manage risk as well as long-term care and personal liability insurance considerations. The accompanying article includes fire safety resources and some tips on protecting yourself financially through fire and other losses.
Third Quarter 2020 Wealth Management Strategy: Planning for the Known and Unknown
Third Quarter 2020 Wealth Management Strategies: Planning for the Known and Unknown, by Mary Lago, CFP, CTFA.