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.
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.
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.
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.
Using Retirement Plan Trusts to Protect Inherited Assets
Retirement plan trusts can be an excellent tax planning tool when passing on accumulated wealth to the next generation. Here’s how they work.
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 [...]
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.
Webinar Recording: The Family Love Letter
Learn more about the Family Love Letter as an important estate planning tool in this complimentary webinar by PBMares experts.
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.
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.