Wealth Planning

Trust and Estates

Planning Opportunities Before the Tax Cuts and Jobs Act Sunset

Now is the time to begin reviewing the details of your estate plan and personal tax situation to optimize your tax savings before the December 31, 2025 sunset.
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Wealth Planning

Planning Opportunities Before the Tax Cuts and Jobs Act Sunset

Now is the time to begin reviewing the details of your estate plan and personal tax situation to optimize your tax savings before the December 31, 2025 sunset.
Wealth Planning

2024 Key Planning Figures

This material highlights key IRS and other planning amounts for 2024 and is designed to be a reference tool for clients and advisors to inform this year’s planning.
Wealth Planning

Key Year-End Planning Considerations

The approach of year end presents another opportunity to reassess your tax and financial circumstances and generally take control of your finances. In this article, you will find some year-end planning tips to consider.
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Wealth Planning

The 2024 Election Is Near: What This Means for Investors

With U.S. presidential campaigns well underway, many are wondering what impact the 2024 presidential and congressional election outcomes will have in the financial markets. Fiduciary's Head of Wealth Management Sid Queler examines how the markets have performed in previous election cycles and what implications that has for investors today.
Wealth Planning

MA Governor Healey Signs $1B Tax Reform Package Impacting Estate Taxes

On October 4, 2023, Governor Maura Healey signed a $1B tax reform package. This insight explores the key provisions as well as its impact.
Wealth Planning

SECURE 2.0 Encourages Retirement Savings

SECURE 2.0 was signed into law by President Biden in 2022. This article focuses on some of its key provisions and retirement considerations.