Whitepaper | Financial Planning Issues to Consider Before Year’s End

Tracking numerous deadlines and avoiding missed financial planning opportunities can be challenging during the end of the year. Use this checklist of issues to consider.

2023-11-27T12:52:27-05:00November 27, 2023|Categories: Estate and Trust, Wealth Management, Whitepaper|

Whitepaper | Issues to Consider When Planning for Charitable Giving

For a comprehensive checklist of relevant issues to take into consideration when planning for charitable giving, download our guide: Issues to Consider When Establishing Your Charitable Giving Strategy.

2023-10-30T12:07:18-04:00October 30, 2023|Categories: Estate and Trust, Wealth Management, Whitepaper|

Issues to Consider When Updating Estate Planning Documents

Life can bring about swift changes, causing your estate documents to fall out of sync with your current circumstances. We can help you assess crucial factors when updating your estate planning.

2023-09-28T08:25:44-04:00September 28, 2023|Categories: Estate and Trust, Wealth Management|

Estate Planning after the Sale of a Business Interest

This article discusses estate planning and tax considerations after the sale of a business interest or other liquidity event, including common strategies to reduce estate tax and meet charitable giving goals.

2023-09-15T16:56:42-04:00August 30, 2023|Categories: Estate and Trust, Tax: Individual|Tags: , |

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 [...]

2023-01-13T13:26:42-05:00September 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: |
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