We are starting new series on taxes. Follow us on Facebook to get the weekly update. Here’s the first one! Be prepared for the health care act’s “play or pay” provision The Patient Protection and Affordable Care Act of 2010’s shared responsibility provision, commonly referred to as “play or pay,” is scheduled to take effect […]
“70% of wealth transfers fail. It’s not just about the money. It’s about transitioning family values with your wealth.” – Host Nancy Popovich, Portfolio Manager & Director, Wise Investor Group Our own Jessica Pannell was a featured guest on this week’s mid-week podcast of the Wise Investor Show. She discusses the relevancy of trust-based estate […]
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Congress has approved legislation that will make permanent the following estate and gift tax exemption amounts. The president is expected to sign this legislation. Federal estate tax exemption amount: $5,000,000 + adjustment for inflation (was $5,120,000 in 2012, 2013 figure has yet to be released) Federal estate tax rate: 40% Federal gift tax exemption amount: […]
Have you ever thought about what would happen to your children or your grandchildren if something were to happen to you unexpectedly? Who would care for them? If you must leave the babysitter with specific instructions so that you may be away for an evening out of the house, shouldn’t you leave instructions in case […]
Your legacy is about more than just Grandmother’s silver service or Grandad’s golf clubs. As important as it can be to decide who gets the breakfront and who the ball-and-claw coffee table, our client families know that we individualize each estate plan to reflect the true values of each family. For some families, a history […]
Conway & Pannell, PC, pleased to offer a one-hour study session and teleconference designed specifically for advisors and advanced practioners to provide the best service for your clients. This program is offered monthly as part of The Advisors Forum Live Interdisciplinary Series. This month’s topic, Business Succession Planning, will be hosted in our office, October […]
October 15-21, 2012 is National Estate Planning Awareness Week. In 2008, prompted by the estimate that over 120 million Americans are without up-to-date estate plans to protect themselves or their families in the events of sickness, accidents or untimely death, Congress passed a resolution so recognizing the third week of October every year. If you […]
We know how important family is to our clients. Two issues that are always of concern are disability and guardianship. What if you or your loved ones become disabled? We are all at risk for disability, either short-term or permanent. Who will speak for us during medical emergencies if we cannot speak for ourselves? Families […]
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