Transferring Family Wealth
Well over a year into the pandemic, Don Heberle, Head of PNC Private Bank℠ and Annamaria Vitelli, Head of PNC Private Bank Hawthorn℠ lead a panel discussion on what current market and economic conditions tell us about the path forward and suggestions for staying healthy through 2021.
The spousal lifetime access trust has become a popular estate planning strategy employed by married couples.
The current exclusion amounts available for transfer taxes that pass down significant wealth may be too rare an opportunity to pass by.
The annual exclusion amount permits donors to give without facing a gift tax. What should you consider in regards to annual exclusion gifting?