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  • Recommended for you

    Charitable Giving Strategies and Your Legacy

    This presentation was brought to you in partnership with Ronald McDonald House Charities of the Capital Region and will review the benefits of leveraging different strategies and how they could impact your financial and tax planning roadmap.

    Read the Full Blog

  1. Webinars, J. Christopher Aiello, Financial Planning, Dec 14, 2022

    Estate Planning and Charitable Giving Webinar

    Chris Aiello, Director of Trust and Estate Planning at Atlas, recorded a recap of key points that he discussed at the Atlas Open House on October 19, 2022.

  2. J. Christopher Aiello, Tax Planning, Financial Planning, Jul 15, 2022

    When was the last time you reviewed your estate plan?

    By Chris Aiello | caiello@atlaspwm.com

    You have invested time and effort to cross all the T’s and dot all the I’s.  You have taken the steps to protect your legacy and your beneficiaries. With your estate plan successfully implemented, one final but critical step remains: carrying out a periodic review and update.

  3. J. Christopher Aiello, Tax Planning, Financial Planning, Oct 14, 2021

    How Might Newly Proposed Tax Legislation Impact Your Legacy?

    By J. Christopher Aiello | caiello@atlaspwm.com

    While the gift and estate tax exemption is scheduled to drop to approximately one-half the current amount on January 1, 2026, there are tax proposals in play that could change the estate and gift tax laws much sooner.

  4. J. Christopher Aiello, Tax Planning, Financial Planning, Resources, News, Oct 13, 2020

    Planning for Incapacity

    By Christopher Aiello | caiello@atlaspwm.com

    What would happen if you were mentally or physically unable to take care of yourself or your day-to-day affairs?

  5. J. Christopher Aiello, Tax Planning, Financial Planning, News, Apr 7, 2020

    Estate Planning During the Novel Coronavirus… Chris Aiello, Director of Trust & Estate Planning, shares considerations for any age

    By Christopher Aiello | caiello@atlaspwm.com

    Conventional wisdom says that only people who are older or wealthy need to create one of these or worry about estate planning in general. However, even people who are young and have modest amounts of assets should have a plan for when they die.

  6. J. Christopher Aiello, Tax Planning, Financial Planning, Blog, Resources, Jul 8, 2019

    Estate Planning – Is a Trust Right for You?

    By J. Christopher Aiello | caiello@atlaspwm.com

    There are many different types of trusts. There are almost certainly a few trusts that could benefit you (which ones depend on your personal goals and life circumstances). To identify and then implement an appropriate trust, a basic understanding is necessary.

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