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3 Tax-Smart Ways to Help Family Members in Need Pay for College December 14, 2020 As colleges and universities grapple with reopening during the COVID-19 pandemic, a growing number of college students and their parents find themselves struggling to pay tuition costs. In fact, a recent study found that nearly half of all college undergraduates said they need to “figure out a... Click Here To Read More
Recent Tax Law Changes Create Year-End Tax Planning Opportunities November 16, 2020 Tax planning is an integral part of a comprehensive financial plan designed to help you meet multiple goals and priorities and keep more of what you earn from your various income sources and investments. While tax planning is a year-round activity, no time is more critical than the end of the year... Click Here To Read More
Estate Planning During a Pandemic October 26, 2020 Even in a pandemic, estate planning must go on. Sadly, for some individuals, it will acquire a new urgency.  Attend to the essentials  The three foundational documents that everyone should consider having are the health care power of attorney, the financial power of attorney, and a... Click Here To Read More
An Unusual Clause in Warren Buffett’s Will October 26, 2020 Warren Buffett’s annual shareholder’s letter always garners much attention in the press, given his exceptional track record at the helm of Berkshire Hathaway.  This year’s letter included the revelation of an element of Mr. Buffett’s estate... Click Here To Read More
Ask a Trust Officer: Retirement Readiness October 26, 2020 DEAR TRUST OFFICER: I’m old enough to retire, but I’m not sure I’m ready yet. I think I have strong financial resources, but I don’t know if they are enough to make me financially independent for the rest of my life. Retirement seems so terribly uncertain to me. When should I... Click Here To Read More
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