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Showing 61 to 70 of 594 results for Succession Planning

  • Part II of III: The Goldilocks Planning Solution to the Reduction in the Transfer Exemption

    This is the second article of a three-part series on the use of a spousal lifetime access trust (or SLAT) to eliminate the risk of changes in the estate and gift tax system.

  • The COVID Calculation: The current pandemic is upending many investment and estate-planning strategies

    Up until March, many people viewed 2020 as potentially being one of the best years ever in terms of their investments. All of that changed with COVID-19.

  • Spring Cleaning: Three Financial Planning To-Do Items

    Spring cleaning isn’t just about clearing out the garage—it can also be the time when you make sure that your “not urgent, but important” financial checklist is completed. Joe Maier, JD shares in this week’s Wealth Insights article the three financial and estate planning to-dos that you should consider checking off your list this spring.

  • Planning a Wedding? These 10 Budgeting Tips Will Help You Save Money

    While planning a wedding is a large financial endeavor, you don’t have to sacrifice your long-term financial goals to have the celebration of your dreams. Brooke Harycki, VP, Consumer Banking Regional Manager, shares a few saving strategies and planning tips for newly engaged couples.

  • Kent Demien, CFA®, ChFC® SVP Director of Research and Financial Planning

    As SVP Director of Research and Financial Planning, Kent leads a dedicated team responsible for researching, selecting and monitoring investment strategies for clients. This team is also responsible for investment risk management and performance attribution analysis. Kent performs fixed income mutual fund manager due diligence for emerging markets, high-yield, bank loans, core plus bond, global bond and nontraditional/multi-sector bond funds.

  • 7 Tax Planning Strategies and Tips to Reduce Headaches Next Year

    Discover the key financial rules everyone should follow. From 50/30/20 to the pay yourself first rule, learn how to save more, spend wisely and achieve financial freedom. 

  • Estate Planning for Digital Assets and Accounts: What You Need to Know

    While “set it and forget it” might be perfect for rotisserie chicken, it’s not ideal for estate planning—especially when it comes to your digital assets, shares Michael Miller in this week’s Wealth Insights column. Michael outlines how you can proactively plan to protect your digital legacy.

  • Spring Cleaning: Three Financial Planning To-Do Items

    In this week’s Wealth Insights, Director of Wealth Strategy Joe Maier, JD shares three financial to-dos that you should consider adding to your “Spring Cleaning” list, including (1) making sure your assets are in the right place, (2) ensuring that the right property goes to the right people and (3) considering the alignment of your values with your plan.

  • Anchor, Alignment, Accountability: Applying Aiko Bethea's Framework to Wealth Planning

    In this week’s Wealth Insights, Joe Maier explores how advisory teams help clients thrive through Anchor, Alignment and Accountability.

  • Brett Staaland AVP Wealth Advisor

    As Assistant Vice President Wealth Advisor, Brett partners with clients to align their financial strategies to their lives. His conversational approach opens discussions surrounding family dynamics and personal goals that clients haven’t considered before. Brett’s passionate about getting to understand his clients deeply, cutting through the complexity and building a financial plan that reflects their unique timeline and values.
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