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Estate Planning

How to Minimize Estate Taxes With a Trust

For wealthy individuals, a trust could make a big difference in the amount of tax your estate will owe.
The current estate tax exemption threshold could fall by roughly half in 2026 unless Congress acts to extend the current levels.
Estate Planning

2 Key Wealth Transfer Guardrails for Heirs

Two types of trust provisions can establish guardrails for heirs and guide the spending of their inheritance.
If you're considering guardrails for your beneficiaries, the spendthrift and education trust provisions may provide peace of mind for you—and structured support for your beneficiaries.
Estate Planning

What Is a Trust?

A trust is a versatile financial planning tool that may help you achieve a variety of goals.
There are many types of trusts, each offering a distinct set of benefits.
Planning

Q2 2024 Quarterly Positioning

Patrick Nolan discusses the current market environment, portfolio positions and risk considerations for the second quarter.
Planning

Tips for Finding the Perfect Seasonal Residence

Ask yourself these questions before making a decision on a second home.
There are several factors to consider before adding a new property to your real estate portfolio.
Estate Planning

Providing for a Loved One With a Special Needs Trust

A special needs trust can help you provide a lifeline for a loved one who's unable to manage on their own.
There are things, like occupational therapies, that government programs like Medicaid provide that could be prohibitively expensive if you're paying for them personally.
Planning

Is Private Banking Right For You?

Here are some of the benefits you can expect if you choose a private bank for your financial needs.
The essence of a private bank is reflected in the quality and longevity of the relationships it forges over time.
Planning

Q1 2024 Quarterly Positioning

Patrick Nolan discusses investment strategies for the first quarter and throughout 2024 to help navigate potential market challenges.
Planning

5 Ways To Transfer a Home to Your Child

For parents looking to transfer, gift or facilitate property ownership for an adult child, there are a few key things to consider.
When you include your adult child on the title to your home, you now have exposed your home to your child's creditors.

Nerre Shuriah

JD, LLM, CM&AA, CBEC® | Senior Director of Wealth Planning

Tax Planning

Understanding the TCJA Estate & Gift Tax Sunset

We believe estate and gift tax exemptions will change in 2026. Here's what you need to know.
While it's possible the increased estate and gift tax thresholds may be extended or made permanent by legislation, we believe the exemption amounts will return to 2017 levels in 2026.
Philanthropic and Charitable

Things to Know When Considering an Endowment

If you're considering an endowment for your charitable organization, here are some answers to common questions to help you get started.
Establishing an endowment is a considerable commitment that can have a lasting impact on nonprofits and the generous donors who support them.
Technology

Intro to Generative AI

Phillip Neuhart, Director of Market and Economic Research at First Citizens, and Milton Santiago, Global Head of Digital Services at Silicon Valley Bank, offer an introduction to generative AI.
Insurance

Protect Your Wealth With Liability Insurance

Explore the importance of liability coverage to preserve your wealth and safeguard your financial security.
If you're considered a high-net-worth individual, this makes it essential to ensure all your liability exposure is adequately covered.
Insurance

Having the Long-Term Care Planning Talk

Aging is inevitable, and we owe it to our loved ones to get on the same page and plan for their future.
Creating a plan for your own or your parents' aging can seem daunting, but starting early enough and having an open dialogue can make the process go much more smoothly.

Kelly Sullivan

Manager of Life Insurance Sales, VP, First Citizens Center

Planning

Q&A: Institutional Portfolio Strategy

Phillip Neuhart and Craig Letendre discuss challenges and opportunities for institutional investors.
Planning

Things to Consider Before Traveling This Summer

Do you have plans to travel soon? Take these considerations into account before heading out so you can give yourself peace of mind.
If you're planning a long holiday, it's especially important to have a plan in place to protect your loved ones and assets if something unexpected happens.

Craig Shively

Wealth Paraplanner

Showing 49 - 64 of 78 results

Showing 49 to 64 of 78 results

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