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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How to Help Professional Athletes Make Their Money Last When They Retire

Sharon L. Klein |
Wealth Planning
Irresistible in attack. Multi sports collage about basketball, American football players and fit running woman. Conceptual photo with running athletes in motion or movement at stadium with sand, smoke

This article was published in the July 23, 2021 issue of MarketWatch. In it, Sharon Klein shares her insights on why many professional football players, and athletes in general, don’t enjoy the long-term financial stability of their dreams. While athletes are making more money than ever, they can be financially vulnerable, potentially depriving them of a secure, long-term financial future.

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