Trust Estate Planning | Fiduciary Trust Company International

TRUST & ESTATE PLANNING

Should You Convert Your IRA to a Roth?

01.20.2021 - Nicole Bennett Price, Senior Trust Officer

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TRUST & ESTATE PLANNING

Moving Out of State Means It's Time to Update Your Estate Plan

01.13.2021 Nita S. Vyas, Trust Counsel

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TRUST & ESTATE PLANNING

Wealth Planning Outlook: Coronavirus and the Sandwich Generation

12.15.2020 Leticia Hernandez, Trust Counsel

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TRUST & ESTATE PLANNING

Wealth Planning Outlook: Lessons Learned from Navigating Life Transitions

12.15.2020 Leslie Bohner, Chief Fiduciary Officer and General Counsel, Pennsylvania Region

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TRUST & ESTATE PLANNING

Wealth Planning Outlook: How to Make Smart Financial Decisions Amid Uncertainty

12.15.2020 Bryan Kirk, Director of Estate and Financial Planning and Trust Counsel

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TRUST & ESTATE PLANNING

Tax Planning Outlook: Thinking of Moving? 5 Financial Questions to Ask Before Packing Up

12.15.2020 Gail E. Cohen, Chair and General Trust Counsel

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TRUST & ESTATE PLANNING

Tax Planning Outlook: How to Plan Your Estate When Tax Laws Are in Flux

12.15.2020 Theresa A. McGinley, Director of Trust Administration and Trust Counsel

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TRUST & ESTATE PLANNING

Effective Endowment Governance: What Savvy Nonprofits Are Doing

12.02.2020

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TRUST & ESTATE PLANNING

SLAT: A Key Strategy for Married Couples Making Large Gifts

11.20.2020 Bryan Kirk

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TRUST & ESTATE PLANNING

Answers to Your Year-End Charitable Giving Questions

11.17.2020 Bryan Kirk

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TRUST & ESTATE PLANNING

A Framework for Estate Planning: Start by Focusing on Yourself

11.16.2020 Leslie Gillin Bohner

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TRUST & ESTATE PLANNING

Five Tax Planning Questions to Answer Before Year End

11.11.2020 Craig Richards, CPA/PFS, CFP

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TRUST & ESTATE PLANNING

Are Tax Changes Ahead for Investors? Where the Candidates Stand Today

10.14.2020 Craig Richards, CPA/PFS, CFP

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TRUST & ESTATE PLANNING

Cybersecurity During COVID-19: Keeping Your Information Safe

10.06.2020 Rod Sayegh

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TRUST & ESTATE PLANNING

Communicating with Beneficiaries: A Gift is More Than Dollars and Cents

09.23.2020 Nita S. Vyas

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TRUST & ESTATE PLANNING

Stocks, Bonds, Real Estate or Cash? What to Give to Maximize Tax Benefits

09.23.2020 Nita S. Vyas

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TRUST & ESTATE PLANNING

Striking the Right Balance: How to Make Large Gifts Without Outliving Your Wealth

09.23.2020 Nita S. Vyas

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TRUST & ESTATE PLANNING

Gifting to Children and Grandchildren: How, When and How Much?

09.10.2020

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TRUST & ESTATE PLANNING

Use It or Lose It? Now Could Be the Time to Use Your Gift and Estate Tax Exemption

09.10.2020 Nita S. Vyas

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TRUST & ESTATE PLANNING

Preserving Family Wealth: Open Communication is the Key

09.02.2020 Juliana Karnavas

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TRUST & ESTATE PLANNING

Seven Reasons to Update Your Estate Plan Right Now

07.29.2020 Anna Soliman

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TRUST & ESTATE PLANNING

Is a Private Trust Company Right for Your Family?

07.07.2020 Leticia Hernandez

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TRUST & ESTATE PLANNING

Should You Skip Your 2020 Required Minimum Distributions?

06.24.2020 Bryan Kirk

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TRUST & ESTATE PLANNING

Six Tax Opportunities That Don't Come Around Very Often

06.16.2020 Bryan Kirk

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TRUST & ESTATE PLANNING

Connecticut Modernizes Its Trust Laws

06.11.2020 Jennifer McCarthy

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TRUST & ESTATE PLANNING

Low Rates and Market Volatility Present Tax-Free Gifting Opportunities

05.13.2020 Bryan Kirk

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TRUST & ESTATE PLANNING

How Can 'Hyper-Coordination' Help Me Manage My Wealth?

04.24.2020 Gerard F. Joyce

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TRUST & ESTATE PLANNING

A Global Pandemic Highlights 3 Benefits of Revocable Trusts

04.14.2020 Gail E. Cohen

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TRUST & ESTATE PLANNING

Peace of Mind in a Crisis: Essential Steps for Taking Care of Yourself and Your Family

03.31.2020

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TRUST & ESTATE PLANNING

Massive Relief Package Changes Retirement, Charitable Giving Rules

03.27.2020 Bryan Kirk

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TRUST & ESTATE PLANNING

Gaining Control of Your Financial Picture When Markets Are In Crisis

03.16.2020 Bryan Kirk

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TRUST & ESTATE PLANNING

Is Your Estate Plan at Risk? New Retirement Rules Mean It Probably Needs Revisions

03.04.2020 Anna Soliman

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TRUST & ESTATE PLANNING

Putting Market Volatility to Work in Your Estate Plan

02.24.2020 Bryan Kirk

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TRUST & ESTATE PLANNING

3 Planning Traps to Avoid When Markets Are Rising

02.07.2020 Bryan Kirk

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TRUST & ESTATE PLANNING

Choosing the Best State for Your Trust

02.07.2020 Anna Soliman

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TRUST & ESTATE PLANNING

Wealthy Millennials Starting New Families Should Keep Estate Planning Top of Mind

02.06.2020 Gerard F. Joyce

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TRUST & ESTATE PLANNING

The SECURE Act: A Boost for Retirement Savings; Limits Inherited IRAs

02.05.2020 Bryan Kirk

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TRUST & ESTATE PLANNING

Two Reasons to Make Annual Exclusion Gifts Early in the Year

02.02.2020 Bryan Kirk

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TRUST & ESTATE PLANNING

Is Something Missing from Your Estate Plan? How to Keep 'Digital Assets' in the Family

01.30.2020 Kevin Duncan

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TRUST & ESTATE PLANNING

Wealth Transfer Strategies for a Low Interest Rate Environment

01.29.2020

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TRUST & ESTATE PLANNING

How a Power of Attorney Works

01.19.2020

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TRUST & ESTATE PLANNING

Protecting Your Pets: How to Make Financial Provisions in a Will or Trust

01.15.2020

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TRUST & ESTATE PLANNING

The Benefits and Shortcomings of Revocable Trusts

01.12.2020

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TRUST & ESTATE PLANNING

Inheriting Wealth: When Will Inheritance Result in Income Tax?

01.07.2020

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TRUST & ESTATE PLANNING

Selecting an Executor for Your Estate

01.06.2020

Key qualities to consider when choosing an executor for your estate
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TRUST & ESTATE PLANNING

Don’t Underestimate State Estate Taxes

01.06.2020 Kevin Duncan

The implications of this often overlooked tax
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TRUST & ESTATE PLANNING

Essential Steps for Taking Care of Yourself and Your Family

01.06.2020

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TRUST & ESTATE PLANNING

From Hobby to Investment: How to Plan for Collectibles in Your Estate

01.04.2020

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TRUST & ESTATE PLANNING

The Tax Consequences of Giving Away the House

01.02.2020 Bryan Kirk

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TRUST & ESTATE PLANNING

How Can I Make the Inheritance Process as Smooth as Possible for My Family?

12.18.2019

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TRUST & ESTATE PLANNING

What Does It Mean To Be a Trust Beneficiary?

12.17.2019 Theresa A. McGinley

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TRUST & ESTATE PLANNING

Achieving Financial Peace of Mind with the Modern Three-Legged Stool

12.17.2019 Bryan Kirk

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TRUST & ESTATE PLANNING

Strengthening Client Experiences: From Conference Rooms to Living Rooms

09.13.2019 Rod Sayegh

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TRUST & ESTATE PLANNING

How to Choose Your Trustee: Six Key Considerations

09.10.2019

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TRUST & ESTATE PLANNING

The Non-Tax Benefits of Gifts in Trust

08.21.2019 Gerard F. Joyce

Strategies to help structure a trust efficiently
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TRUST & ESTATE PLANNING

Succession Plans that Work for Every Generation

07.05.2019 Gerard F. Joyce

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TRUST & ESTATE PLANNING

The Benefits of a Professional Trustee

07.02.2019 Bryan Kirk

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TRUST & ESTATE PLANNING

First Things First: Understanding Your Financial Picture

05.01.2019

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TRUST & ESTATE PLANNING

Financial Steps to Take After the Death of a Spouse

05.01.2019

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TRUST & ESTATE PLANNING

Inheriting Wealth: What It Means to Be a Beneficiary

05.01.2019

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TRUST & ESTATE PLANNING

Is Your Financial Advisor a Fiduciary? What it Means and Why it Matters

02.26.2019

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TRUST & ESTATE PLANNING

Planning for Generations: Rethinking Retirement Accounts

01.01.2019 Gerard F. Joyce

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TRUST & ESTATE PLANNING

Tax Planning Strategies for the Year Ahead

12.10.2018 Bryan Kirk

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TRUST & ESTATE PLANNING

Investing Trust Assets: A Combination of Art and Science

05.25.2018 Gerard F. Joyce

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TRUST & ESTATE PLANNING

Settling an Estate: Knowing What to Do and When to Do It

03.26.2018

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TRUST & ESTATE PLANNING

Give It Away Now? Today's Favorable Estate Tax Is Set to Expire after 2025

03.22.2018 Gerard F. Joyce

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TRUST & ESTATE PLANNING

Estate Planning Must-Haves

03.22.2018 Bryan Kirk

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TRUST & ESTATE PLANNING

Estate Planning for Families with International Ties

03.19.2018 Gerard F. Joyce

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TRUST & ESTATE PLANNING

Tax Reform for the Holidays: Better to Give than Receive

12.26.2017 Craig Richards, CPA/PFS, CFP

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TRUST & ESTATE PLANNING

The Death of Tax Deductions? Actions to Consider Before Year End

12.07.2017 Craig Richards, CPA/PFS, CFP

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TRUST & ESTATE PLANNING

Ready for Tax Reform? How to Prepare for the Unknown

11.08.2017 Craig Richards, CPA/PFS, CFP

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TRUST & ESTATE PLANNING

Changing Domicile: What Snowbirds Should Know before Taking Flight

10.12.2017 Craig Richards, CPA/PFS, CFP

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TRUST & ESTATE PLANNING

Preparing for the Sunset: 457A Income Tax Strategies for Private Fund Managers

09.05.2017

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TRUST & ESTATE PLANNING

Be Fair to Your Heirs

04.14.2017 Kevin Duncan

Treating Children Fairly in Your Will
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TRUST & ESTATE PLANNING

Is Your Estate Plan Ready for Tax Reform?

03.23.2017 Bryan Kirk

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TRUST & ESTATE PLANNING

If the Estate Tax Is Repealed, Will Trusts Still Matter?

01.27.2017 Bryan Kirk

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TRUST & ESTATE PLANNING

Key Tax Strategies for 2017

12.23.2016 Craig Richards, CPA/PFS, CFP

Tax changes could be significant under new laws. Important steps you can take now to prepare.
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TRUST & ESTATE PLANNING

Answers to Your Year-End Charitable Giving Questions

09.20.2016 Gail E. Cohen

Fiduciary Trust Forum
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TRUST & ESTATE PLANNING

Five Planning Steps to Take before Your Child Heads Off to College

08.19.2016

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TRUST & ESTATE PLANNING

Wealth Transfer Strategies for a Low Interest Rate Environment

04.05.2016

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TRUST & ESTATE PLANNING

The Fiduciary Standard, Why It Matters

03.21.2016 Gail E. Cohen

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TRUST & ESTATE PLANNING

Is It a Good Idea to Make Lifetime Gifts?

03.21.2016 Gail E. Cohen

A powerful estate planning strategy
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TRUST & ESTATE PLANNING

The Advantages of Establishing a Foreign Trust in Delaware

10.05.2015

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TRUST & ESTATE PLANNING

The Benefits of Establishing Your Trust in Delaware

10.01.2015

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