Webinar: Exclusively for Medical Professionals

May 19, 2017 | Wealth Management

We discuss estate planning techniques that can help protect your assets, your practice, and your family.

HSAs are Poised for the Spotlight in the Trump Era

April 27, 2017 | Wealth Management

Just a few months after President Donald Trump’s inauguration, the U.S. healthcare landscape is potentially poised for big changes. Despite the early defeat of the American Health Care Act (AHCA), health care reform reportedly remains a top priority for the administration as it faces its 100-day mark this Saturday.

Andrew DelMedico

Andrew DelMedico

Senior Consultant/Financial Planning Coordinator

Four Signs it’s Time to Update Your Estate Plan

March 28, 2017 | Wealth Management

Everyone has an excuse for putting off a visit to their estate planning attorney. An appointment with your attorney may force you to make difficult decisions, can sometimes be expensive, may evoke fears of death, and is generally not the first thing that comes to mind when deciding how to enjoy your day.

Dana Vosburgh

Dana Vosburgh

Director of Family Wealth Management

Medicare FAQs

March 22, 2017 | Wealth Management

As people approach age 65 and consider retirement, health care planning becomes a higher priority. It also becomes a common area of confusion. After years of having health care coverage through an employer provided plan, the various parts of Medicare and additional coverage options can be overwhelming.

Ethan McKenney

Ethan McKenney

Senior Wealth Management Consultant

Understanding Revocable Trusts

February 23, 2017 | Wealth Management

Wills and Revocable Trusts are estate planning tools which can be used to pass assets on at death. However, the structure of wills and trusts are quite different. In order to understand how both a will and trust work, you must first understand...

Webinar: The Importance of Estate Planning Early (& Often)

February 21, 2017 | Wealth Management

Estate planning is not a one-time endeavor. The effectiveness of various estate planning tools will change throughout an individual’s lifetime as circumstances change. Join us we discuss the importance of ongoing estate planning, and various strategies your family may want to consider.

Andrew DelMedico

Andrew DelMedico

Senior Consultant/Financial Planning Coordinator

12 Tips for Year-End Tax Planning

December 05, 2016 | Wealth Management

If you haven’t already started to think about what you need to do for year-end tax planning, time is running out. There are a number of things to consider for year-end planning for those who are still working, for those who are retired, and tips in general to help you prepare for year-end tax planning.

Dana Vosburgh

Dana Vosburgh

Director of Family Wealth Management

Tax Planning for the Trump Era

November 21, 2016 | Wealth Management

President-elect Donald Trump's victory, along with Republicans maintaining majorities in Congress, has taken many by surprise. While some segments of the broad U.S. stock market reacted favorably to the election results (e.g., Financials and Industrials), other segments did not (e.g., Utilities and Consumer Staples). It's quite possible that a certain level of uncertainty and volatility will continue as the new administration takes shape...

Dana Vosburgh

Dana Vosburgh

Director of Family Wealth Management

Comparing IRAs: Trusteed and Traditional

November 10, 2016 | Wealth Management

Individual Retirement Accounts (IRAs) are a great way to save for retirement and accumulate wealth. However, when it comes to preserving your legacy and passing on your wealth to future generations the way you wish, there are options to consider.

Webinar: Remarkable Times

November 08, 2016 | Investment Themes

Slowing growth in China, the UK’s planned exit from the European Union, and the presidential election in the U.S. – all realities shaping our markets, economies, and politics in 2016 and likely well beyond.

Solutions for Remarkable Times

November 08, 2016 | Active Management

How do you plan for today’s remarkable times? We discuss how we are finding investment opportunities despite the current slow growth environment, and strategies we use with individuals to help them meet their goals.

Presidential Politics and Your Planning

October 19, 2016 | Market Commentary

Our Family Wealth Management group discusses how a new president will affect your taxes, and how should you plan for different outcomes.

Megan Henry

Megan Henry

President, Exeter Trust Company

Let your Legacy Live On With a Trusteed IRA

September 19, 2016 | Wealth Management

Many individuals have the enviable burden of owning a significantly large Individual Retirement Account (IRA). They want to have those assets available for the well-being and financial security of their loved ones even after they have passed away.

George Marron

George Marron

Senior Wealth Management Consultant

Three Essential Components of a Family Wealth Succession Plan

June 23, 2016 | Wealth Management

Preparing for a successful wealth transfer should not only incorporate a plan for what will happen to the wealth, but also for who will acquire and, ultimately, manage the wealth. Learn more about the three essential elements of family wealth succession planning we believe can help set the next generations up for success.

The Basics of Estate Planning, Part 2

May 19, 2016 | Wealth Management

Veronica Van Nest, Senior Wealth Management Consultant, discusses the advantages of creating a revocable trust and explains the purpose of a living will, health care proxy, and a power of attorney.

Balancing Risk and Taxes

May 13, 2016 | Active Management

Dana Vosburgh, the Director of Family Wealth Management, discusses various types of taxes that investors should be aware of and which investments may be subject to these taxes.

Andrew DelMedico

Andrew DelMedico

Senior Consultant/Financial Planning Coordinator

Friday Deadline to Claim Under Social Security’s File & Suspend Strategy

April 25, 2016 | Wealth Management

For those eligible, the deadline to claim Social Security’s File and Suspend strategy is Friday, April 29th, 2016. Offering the ability to receive some Social Security benefits early...

Dana Vosburgh

Dana Vosburgh

Director of Family Wealth Management

Retirement Planning: Protecting your Investments against Volatility and Economic Concerns

March 22, 2016 | Wealth Management

For most retirees, investing can be described as a balancing act; dampen market volatility to fund ongoing expenses, but also generate enough growth to fund those expenses for a long period of time and experience volatility along the way.

Contribution Limits, Tax Rates, and More for 2016

January 14, 2016 | Wealth Management

Every year the IRS announces numerous changes to contribution limits and tax rates that are important to know for investing and tax planning purposes. In many cases, the information can be difficult to locate or outright confusing to break down.

Andrew DelMedico

Andrew DelMedico

Senior Consultant/Financial Planning Coordinator

Changing Your State Residency: Tips for NYS Residents

December 14, 2015 | Wealth Management

New York State (NYS) income taxes are among the highest in the country. Furthermore, while NYS estate tax policy has become “friendlier” over the last couple of years, several states have done away with estate taxes completely.