TRUST & ESTATE PLANNING

New Tax Proposals: Actions to Consider Immediately and Before Year End

09.16.2021 Bryan Kirk, Director of Estate and Financial Planning and Trust Counsel

TRUST & ESTATE PLANNING

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

09.09.2021

TRUST & ESTATE PLANNING

Preserving Family Wealth: Open Communication is the Key

09.02.2021 Juliana Karnavas

TRUST & ESTATE PLANNING

A Global Pandemic Highlights 3 Benefits of Revocable Trusts

09.01.2021 Gail E. Cohen, Chair and General Trust Counsel

TRUST & ESTATE PLANNING

Thoughtful Gifting Part 3: Stocks, Bonds, Real Estate or Cash? What to Give to Maximize Tax Benefits

09.01.2021 Nita S. Vyas, Trust Counsel

TRUST & ESTATE PLANNING

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

08.26.2021 Gail E. Cohen, Chair and General Trust Counsel

TRUST & ESTATE PLANNING

Thoughtful Gifting Part 2: Striking the Right Balance: How to Make Large Gifts Without Outliving Your Wealth

08.18.2021 Nita S. Vyas, Trust Counsel

TRUST & ESTATE PLANNING

Smart Strategies for Giving to Friends and Non-Immediate Family

07.23.2021 Bryan Kirk, Director of Estate and Financial Planning and Trust Counsel

TRUST & ESTATE PLANNING

Who Will Carry Out Your Wishes if Family’s Not the Answer?

07.06.2021 Jennifer McCarthy, Trust Counsel

TRUST & ESTATE PLANNING

Should You Convert Your IRA to a Roth?

06.30.2021 Nicole Bennett Price, Senior Trust Officer

TRUST & ESTATE PLANNING

Estate Planning for Unmarried Couples

06.16.2021 Theresa A. McGinley, Director of Trust Administration and Trust Counsel

TRUST & ESTATE PLANNING

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

06.15.2021 Brian Conboy, Director of Estate Administration, Trust Counsel

TRUST & ESTATE PLANNING

Navigating Medicare: How and When to Sign-Up for Coverage

06.09.2021 John S. Traynor, CFP, CPWA

TRUST & ESTATE PLANNING

2021 Guide to Potential Tax Law Changes

05.12.2021 Gerard F. Joyce, National Head of Trusts and Estates

TRUST & ESTATE PLANNING

Thoughtful Gifting Part 1: Use It or Lose It? Now Could Be the Time to Use Your Gift and Estate Tax Exemption

04.20.2021 Nita S. Vyas, Trust Counsel

TRUST & ESTATE PLANNING

Thoughtful Gifting Part 4: Communicating with Beneficiaries: A Gift is More Than Dollars and Cents

04.15.2021 Nita S. Vyas, Trust Counsel

TRUST & ESTATE PLANNING

Collecting Social Security: 5 Reasons it Can Pay to Delay

04.14.2021 John S. Traynor, CFP, CPWA

TRUST & ESTATE PLANNING

Women and Wealth: 5 Ways to Become More Financially Savvy

03.24.2021

TRUST & ESTATE PLANNING

Financial Steps to Take Before, During, and After a Divorce

03.17.2021 Leticia Hernandez, Trust Counsel

TRUST & ESTATE PLANNING

Insights for Women: How to be Prepared for the Loss of a Spouse

03.05.2021 Jennifer McCarthy, Trust Counsel

TRUST & ESTATE PLANNING

Lessons Learned from Navigating Life Transitions

03.01.2021 Leslie Bohner, Chief Fiduciary Officer and General Counsel, Pennsylvania Region

TRUST & ESTATE PLANNING

Women and Wealth: Changing the Conversation

02.26.2021 Linda Krouner

TRUST & ESTATE PLANNING

Answering the Tax Question, Where Did You Live in 2020?

02.25.2021 Craig Richards, Head of Tax Services

TRUST & ESTATE PLANNING

5 Questions with Gene Todd: Investing Patiently and Embracing Diversity

02.25.2021

TRUST & ESTATE PLANNING

Inheriting an IRA: When Should You Take Distributions Under the New Rules?

02.17.2021 Bryan Kirk, Director of Estate and Financial Planning and Trust Counsel

TRUST & ESTATE PLANNING

Tax Implications for US Investors Under President Biden

02.02.2021 Craig Richards, Head of Tax Services

TRUST & ESTATE PLANNING

What Does it Take to Settle an Estate? The Requirements May Surprise You

01.26.2021 Brian Conboy, Director of Estate Administration, Trust Counsel

TRUST & ESTATE PLANNING

The Sandwich Generation: Supporting Family without Getting Squeezed

01.22.2021 Leticia Hernandez, Trust Counsel

TRUST & ESTATE PLANNING

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

01.16.2021 Bryan Kirk, Director of Estate and Financial Planning and Trust Counsel

TRUST & ESTATE PLANNING

Selecting an Executor for Your Estate

01.15.2021

Key qualities to consider when choosing an executor for your estate

TRUST & ESTATE PLANNING

Putting Market Volatility to Work in Your Estate Plan

01.15.2021 Bryan Kirk, Director of Estate and Financial Planning and Trust Counsel

TRUST & ESTATE PLANNING

Don’t Underestimate State Estate Taxes

01.15.2021 Brian Conboy, Director of Estate Administration, Trust Counsel

The implications of this often overlooked tax

TRUST & ESTATE PLANNING

Inheriting Wealth: When Will Inheritance Result in Income Tax?

01.15.2021

TRUST & ESTATE PLANNING

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

01.13.2021 Nita S. Vyas, Trust Counsel

TRUST & ESTATE PLANNING

Financial Steps to Take After the Death of a Spouse

01.06.2021

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

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

TRUST & ESTATE PLANNING

SLAT: A Key Strategy for Married Couples Making Large Gifts

11.20.2020 Bryan Kirk

TRUST & ESTATE PLANNING

Answers to Your Year-End Charitable Giving Questions

11.17.2020 Bryan Kirk

TRUST & ESTATE PLANNING

Five Tax Planning Questions to Answer Before Year End

11.11.2020 Craig Richards, CPA/PFS, CFP

TRUST & ESTATE PLANNING

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

10.14.2020 Craig Richards, CPA/PFS, CFP

TRUST & ESTATE PLANNING

Cybersecurity During COVID-19: Keeping Your Information Safe

10.06.2020 Rod Sayegh

TRUST & ESTATE PLANNING

Seven Reasons to Update Your Estate Plan Right Now

07.29.2020 Anna Soliman, Trust Counsel

TRUST & ESTATE PLANNING

Is a Private Trust Company Right for Your Family?

07.07.2020 Leticia Hernandez, Trust Counsel

TRUST & ESTATE PLANNING

Should You Skip Your 2020 Required Minimum Distributions?

06.24.2020 Bryan Kirk, Director of Estate and Financial Planning and Trust Counsel

TRUST & ESTATE PLANNING

Six Tax Opportunities That Don't Come Around Very Often

06.16.2020 Bryan Kirk

TRUST & ESTATE PLANNING

Connecticut Modernizes Its Trust Laws

06.11.2020 Jennifer McCarthy, Trust Counsel

TRUST & ESTATE PLANNING

Low Rates and Market Volatility Present Tax-Free Gifting Opportunities

05.13.2020 Bryan Kirk, Director of Estate and Financial Planning and Trust Counsel

TRUST & ESTATE PLANNING

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

04.24.2020 Gerard F. Joyce

TRUST & ESTATE PLANNING

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

03.31.2020

TRUST & ESTATE PLANNING

Massive Relief Package Changes Retirement, Charitable Giving Rules

03.27.2020 Bryan Kirk

TRUST & ESTATE PLANNING

Gaining Control of Your Financial Picture When Markets Are In Crisis

03.16.2020 Bryan Kirk, Director of Estate and Financial Planning and Trust Counsel

TRUST & ESTATE PLANNING

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

03.04.2020 Anna Soliman, Trust Counsel

TRUST & ESTATE PLANNING

3 Planning Traps to Avoid When Markets Are Rising

02.07.2020 Bryan Kirk

TRUST & ESTATE PLANNING

Choosing the Best State for Your Trust

02.07.2020 Anna Soliman

TRUST & ESTATE PLANNING

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

02.06.2020 Gerard F. Joyce

TRUST & ESTATE PLANNING

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

02.05.2020 Bryan Kirk

TRUST & ESTATE PLANNING

Two Reasons to Make Annual Exclusion Gifts Early in the Year

02.02.2020 Bryan Kirk

TRUST & ESTATE PLANNING

Wealth Transfer Strategies for a Low Interest Rate Environment

01.29.2020

TRUST & ESTATE PLANNING

How a Power of Attorney Works

01.19.2020

TRUST & ESTATE PLANNING

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

01.15.2020

TRUST & ESTATE PLANNING

The Benefits and Shortcomings of Revocable Trusts

01.12.2020

TRUST & ESTATE PLANNING

The Tax Consequences of Giving Away the House

01.02.2020 Bryan Kirk

TRUST & ESTATE PLANNING

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

12.18.2019

TRUST & ESTATE PLANNING

What Does It Mean To Be a Trust Beneficiary?

12.17.2019 Theresa A. McGinley

TRUST & ESTATE PLANNING

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

12.17.2019 Bryan Kirk

TRUST & ESTATE PLANNING

Strengthening Client Experiences: From Conference Rooms to Living Rooms

09.13.2019 Rod Sayegh

TRUST & ESTATE PLANNING

How to Choose Your Trustee: Six Key Considerations

09.10.2019

TRUST & ESTATE PLANNING

The Non-Tax Benefits of Gifts in Trust

08.21.2019 Gerard F. Joyce

Strategies to help structure a trust efficiently

TRUST & ESTATE PLANNING

Succession Plans that Work for Every Generation

07.05.2019 Gerard F. Joyce

TRUST & ESTATE PLANNING

The Benefits of a Professional Trustee

07.02.2019 Bryan Kirk

TRUST & ESTATE PLANNING

Inheriting Wealth: What It Means to Be a Beneficiary

05.01.2019

TRUST & ESTATE PLANNING

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

02.26.2019

TRUST & ESTATE PLANNING

Planning for Generations: Rethinking Retirement Accounts

01.01.2019 Gerard F. Joyce

TRUST & ESTATE PLANNING

Tax Planning Strategies for the Year Ahead

12.10.2018 Bryan Kirk

TRUST & ESTATE PLANNING

Investing Trust Assets: A Combination of Art and Science

05.25.2018 Gerard F. Joyce

TRUST & ESTATE PLANNING

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

03.26.2018

TRUST & ESTATE PLANNING

Estate Planning Must-Haves

03.22.2018 Bryan Kirk

TRUST & ESTATE PLANNING

Estate Planning for Families with International Ties

03.19.2018 Gerard F. Joyce

TRUST & ESTATE PLANNING

Tax Reform for the Holidays: Better to Give than Receive

12.26.2017 Craig Richards, CPA/PFS, CFP

TRUST & ESTATE PLANNING

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

12.07.2017 Craig Richards, CPA/PFS, CFP

TRUST & ESTATE PLANNING

Ready for Tax Reform? How to Prepare for the Unknown

11.08.2017 Craig Richards, CPA/PFS, CFP

TRUST & ESTATE PLANNING

Changing Domicile: What Snowbirds Should Know before Taking Flight

10.12.2017 Craig Richards, CPA/PFS, CFP

TRUST & ESTATE PLANNING

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

09.05.2017

TRUST & ESTATE PLANNING

Be Fair to Your Heirs

04.14.2017 Brian Conboy, Director of Estate Administration, Trust Counsel

Treating Children Fairly in Your Will

TRUST & ESTATE PLANNING

Is Your Estate Plan Ready for Tax Reform?

03.23.2017 Bryan Kirk

TRUST & ESTATE PLANNING

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

01.27.2017 Bryan Kirk

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.

TRUST & ESTATE PLANNING

Answers to Your Year-End Charitable Giving Questions

09.20.2016 Gail E. Cohen

Fiduciary Trust Forum

TRUST & ESTATE PLANNING

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

08.19.2016

TRUST & ESTATE PLANNING

Putting Market Volatility to Work in Your Estate Plan

06.28.2016 Bryan Kirk

Heightened Market Volatility Has a Silver Lining

TRUST & ESTATE PLANNING

Wealth Transfer Strategies for a Low Interest Rate Environment

04.05.2016

TRUST & ESTATE PLANNING

The Fiduciary Standard, Why It Matters

03.21.2016 Gail E. Cohen

TRUST & ESTATE PLANNING

Is It a Good Idea to Make Lifetime Gifts?

03.21.2016 Gail E. Cohen

A powerful estate planning strategy

TRUST & ESTATE PLANNING

The Advantages of Establishing a Foreign Trust in Delaware

10.05.2015

TRUST & ESTATE PLANNING

The Benefits of Establishing Your Trust in Delaware

10.01.2015