Webinar Recording | Family Love Letter October 6, 2022

Estate planning is an integral part of our financial lives, but it’s just as important to plan for the legacy we wish to leave [...]

2022-10-06T15:20:55-04:00September 22, 2022|Categories: Estate and Trust, Events, Past Events, Wealth Management|Tags: , , |

Billionaire Tax Proposed for Wealthy Individuals, Estates and Trusts

Source: RSM US LLP.  PBMares is a member of RSM US Alliance. With the coronavirus pandemic consuming attention and companies focusing on implementing safety, readiness and response measures, a surge in potentially harmful phishing scams has emerged.

2021-11-02T12:11:20-04:00October 30, 2021|Categories: Estate and Trust, Tax: Individual|Tags: , |

Navigating “Per Stirpes” Election for Beneficiary Designations

What happens if any of your primary or contingent beneficiaries pass away before you? If your intent is to leave behind a legacy for that particular beneficiary’s heirs, adding the Per Stirpes designation may be advantageous.

2021-01-29T14:44:48-05:00January 29, 2021|Categories: Estate and Trust, Wealth Management|Tags: |

Facilitating Estate Planning Beyond the Estate Tax

With a threshold of $11 million per person, the estate tax has become a concern mostly for the very wealthy. While most of us don’t need to think about an estate tax when we die, there is still plenty of estate planning to be done, whether it is more financial, practical, or logistical in nature.

2019-03-19T15:15:36-04:00February 21, 2019|Categories: Estate and Trust, Retirement, Tax: Individual|Tags: |

Keeping Your Estate Plan Current

There is a great scene in the first "Back to the Future" movie in which Michael J. Fox, as Marty McFly, takes over for an injured band member and introduces the tune "Johnny B Goode" to the audience, just a little before it is supposed to show up on the music scene. He tells the rest of the band "This is a blues riff in B, watch me for the changes and try to keep up."

2020-01-28T13:51:22-05:00December 12, 2017|Categories: Estate and Trust, Retirement, Tax: Individual|Tags: , |

The Sandwich Generation – Taking a Bite out of the Burden

They call us the Sandwich Generation, the middle layer between grown or growing children who depend on us and parents who also depend on us.   Being in this position can sap a family’s resources physically, emotionally, and, of course, financially.

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