Post-Pandemic: Your Divorce and Your Financial Future

William T. Bennett, CFA and Christy L. Watkins, CFA |
Wealth Planning
Great concept of divorce in quarantine due to the 2019 coronavirus pandemic. Face mask cut in half with wedding rings.

The long-term impacts of the COVID-19 pandemic are numerous and far-reaching. It will likely take time to fully comprehend how much everyday life has changed since March 2020. From doorstep grocery delivery to virtual meetings, there are positive and negative aspects to which individuals are still adjusting. After living in close quarters through quarantine, it may come as no surprise that many marital partners are considering divorce.

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Year-End Estate and Tax Planning 2021

Allison K. Pierce and Bradley R. Crockett, CFP®, CEPA™️ |
Wealth Planning

Now is the time to consider both conventional and situational strategies.Routine year-end planning includes income tax, capital gains, annual exclusion gifting, and estate planning considerations.Supplementing your routine strategies with situational strategies can help further enhance your financial and tax positions.A well-coordinated plan is key to utilizing this year’s opportunities and being well prepared for what may come in the future. First and foremost, wealth planning is a process.

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The Scale Trap: A Perennial Consideration in Loan Agency Services

Corporate & Institutional

Scale is a perennial consideration in the context of loan agency services. Depending on the nature of a particular deal, factors such as the number of lenders, the size and structure of the facility, and the needs of the borrowers can all influence the choice of an agent. These are some of the elements that help determine whether a large-scale, off-the-rack approach or a more tailored and collaborative approach will better address unique stakeholder needs.

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