Year-End Estate and Tax Planning 2021

Allison K. Pierce and |
Wealth Planning

First and foremost, wealth planning is a process. It can include routine tasks to maintain or improve upon a strong financial position, which are generally rules of thumb that tend to apply regardless of your current situation. However, there are also situational strategies that you may consider given our current environment of potentially changing taxes, legislation, markets, the economy, and more.


How to Make Your Charitable Giving More Tax Efficient

Emerald GEMs

May 4, 2021—The ongoing pandemic has made philanthropy more important than ever. The good news is some of the charitable giving tax benefits, originally enacted through the CARES Act at the start of the pandemic, have been extended through 2021. In today’s podcast we discuss how to take advantage of tax changes related to charitable giving this year, while also addressing how future tax increases may work to a donor’s advantage.


What Does Gifting Under the Biden Administration Mean for Your Wealth Plan?

Alvina H. Lo |
Wealth Planning

The Biden administration’s impact on tax legislation is still uncertain. With the potential for a considerably reduced federal gift tax exemption, now may be a good time to make significant gifts. Barring any intervening legislation, the current exemption amount is slated to sunset on December 31, 2025 ( Therefore, it may be more important than ever to revisit your planning especially since tax legislation has the potential of being retroactive.