Estate and Gift Tax Rules May Change Again!

Estate and Gift Tax Rules May Change Again!

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies As we wrap up Estate Planning Awareness Week for this year, there’s an elephant in the room among estate planners: the latest tax proposals from the Congressional Ways and...

read more
Estate Planning: Review Your Successor Appointments

Estate Planning: Review Your Successor Appointments

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies As National Estate Planning Awareness week continues, we are going to focus on successors. If your main planning document is a will, you have named a personal representative...

read more
Kicking Off National Estate Planning Awareness Week

Kicking Off National Estate Planning Awareness Week

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies Once again, the National Association of Estate Planners and Councils is promoting Estate Planning Awareness week, starting today. The longstanding goal of the week is to...

read more
Year-End Financial To-Do: Review Your Estate Plan

Year-End Financial To-Do: Review Your Estate Plan

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies So, you’ve made it through Christmas and the year of COVID-19. We’re almost to New Years and hopefully better times. That said, life’s responsibilities remain, and it’s a...

read more
Scary Financial Mistakes: Dying Without an Estate Plan

Scary Financial Mistakes: Dying Without an Estate Plan

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies As the Scary Financial Mistakes blog series comes to an end, we turn to another necessary end: end of life issues. Many people fear death, some embrace it, but regardless of...

read more
National Estate Planning Awareness Week Begins Today

National Estate Planning Awareness Week Begins Today

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies Today, October 19, marks the start of the National Association of Estate Planners & Councils (NAEPC) National Estate Planning Awareness Week, the thirteenth year of the...

read more
Make Your Wishes Known Should the Unthinkable Happen

Make Your Wishes Known Should the Unthinkable Happen

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies If 2020 has shown us anything, it’s that you never know what may be around the corner. Quarantines, closings, video meetings; no one saw that coming. In short, what this...

read more
Scary Financial Mistakes: Dying Intestate

Scary Financial Mistakes: Dying Intestate

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies As we come to the climax of the Scary Financial Mistakes series, you know how it’s going to end.  The young victim just escaped the monster, made it to the car, turns the...

read more
Politics and the Estate Tax

Politics and the Estate Tax

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies Regardless of which study you choose to follow; the estate tax has generated a tiny amount of revenue for the federal government since World War II.  Just after the war the...

read more
National Estate Planning Week is October 21-27th

National Estate Planning Week is October 21-27th

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies National Estate Planning Awareness week has come around again.  This is a week founded by the National Association of Estate Planners and Councils.  The goal of the week is...

read more
Summer Savings Strategies: 5/29 Day!

Summer Savings Strategies: 5/29 Day!

By Debbie Placke, Vice President, Manager, Financial Planning Tools and Marketing What is the significance of May 29 (5/29)? Today is recognized at National 529 College Savings Plan Day! Do you know there is a way to save up for the big expense of a...

read more