Library

Ethan McKenney, CFP®

Senior Wealth Management Consultant

Financial Planning » 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 the probate process. In very broad terms, a Will …

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

February 21, 2017 | Wealth Management

  Estate planning is a vital part of the financial planning process at all stages of life, and the effectiveness of various estate planning tools will change throughout an individual’s lifetime. In this recorded webinar, we discuss the importance of estate planning and share …

Library » Contribution Limits, Tax Rates, and More for 2017

January 26, 2017 | 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. Similar to 2016, the changes for 2017 are modest, with many figures remaining the same. Changes are typically dictated by cost-of-living …

Andrew DelMedico, CFP®

Financial Planning Coordinator/Senior Consultant

Financial Planning » 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 …

Dana Vosburgh, CFP®

Director of Family Wealth Management

Financial Planning » 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 …

Dana Vosburgh, CFP®

Director of Family Wealth Management

Financial Planning » 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. Both a Traditional IRA and a Trusteed IRA are …

Nicholas Cintineo, CFA®, CIPM®

Senior Investment Consultant

Endowments & Foundations » What Should I Know Before Becoming a Board Member?

October 06, 2016 | Wealth Management

This is a common question from people considering joining a non-profit board. Most have probably already heard of the broad set of duties entrusted to fiduciaries (i.e., fiduciaries have a duty of care, loyalty, and obedience to the organizations they serve). Before becoming a board member, it’s …

Megan Henry

President of Exeter Trust Company

Financial Planning » 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. It sounds simple, but anyone living with an …

George Marron, CFP®

Senior Wealth Management Consultant

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

June 23, 2016 | Wealth Management

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” ( …


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