PNC Wealth Management® recently sponsored the 2020 Heckerling Institute on Estate Planning. Read highlights from this year’s conference.
When crafting your will or setting up a trust, a major decision you need to make is choosing a fiduciary. How can you make sure you identify the ideal executor of your will or trustee of a trust?
Basis planning may help lower capital gains taxes on assets you leave to your heirs—ultimately making it possible for them to enjoy more of their inheritance.
The ability to identify common family values and align them with long-term goals is a key characteristic of many families that successfully transfer wealth through the generations. Below we explore ways to clarify shared values and integrate them with four common principles that support successful multigenerational succession.
Beneficiaries of terminating trusts often have a number of opportunities available to them. Learn what to expect and how to prepare for your financial windfall.