Library

Megan Henry

President of Exeter Trust Company

Financial Planning » Let your Legacy Live On With a Trusteed IRA

September 19, 2016 | Planning for Retirement

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. It sounds simple, but anyone living with an …

George Marron

Senior Wealth Management Consultant

Financial Planning » Three Essential Components of a Family Wealth Succession Plan

June 23, 2016 | Estate Planning

Sustaining family wealth across multiple generations is difficult. So difficult, in fact, that there are numerous proverbs from cultures around the world that describe the problem: “Shirtsleeves to shirtsleeves in three generations” (U.S.), “from barn stall to barn stall in three generations” ( …

Andrew DelMedico

Financial Planning Coordinator/Senior Consultant

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

April 25, 2016 | Planning for Retirement

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 while continuing to accrue larger benefits, the File and Suspend strategy is attractive to retirees because it …

Dana Vosburgh

Director of Family Wealth Management

Financial Planning » Retirement Planning: Protecting your Investments against Volatility and Economic Concerns

March 22, 2016 | Planning for Retirement

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. While putting a large portion of a portfolio in savings …

Andrew DelMedico

Financial Planning Coordinator/Senior Consultant

Financial Planning » Changing Your State Residency: Tips for NYS Residents

December 14, 2015 | Tax Planning

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. As a result, many NYS residents, especially those “snow birds” who …

Dana Vosburgh

Director of Family Wealth Management

Financial Planning » Social Security Developments: What You Need to Know

December 01, 2015 | Planning for Retirement

The Bipartisan Budget Act of 2015, signed into law by President Obama on November 2nd, included a provision that eliminates popular Social Security planning strategies. Below is a brief, general summary of the changes, aimed at closing unintended “loopholes:” The budget act has eliminated the " …


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