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.
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Estate Planning and Charitable Giving Webinar
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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.
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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.
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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?
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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.
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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.
Whether you are just getting started or living in retirement, Atlas Private Wealth Management is here to provide advice, insight, and perspective.
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