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Gift Planning: The Case for Using Debt to Transfer Wealth

A securities-based loan may be an effective tool in transferring wealth to future generations, often in a tax advantaged way.

3 min read

Deciding the Future of the Family Vacation Home

What will happen to your family's vacation home in the future?

9 min read

Strategies to Help Your Heirs Enjoy More of Their Inheritance: Basis Planning

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.

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The Spousal Lifetime Access Trust

The spousal lifetime access trust has become a popular estate planning strategy employed by married couples.

12 min read

Lifetime Gifts: Is the Window of Opportunity Closing?

The current exclusion amounts available for transfer taxes that pass down significant wealth may be too rare an opportunity to pass by.

7 min read

Annual Gift Tax Exclusion Explained

The annual exclusion amount permits donors to give without facing a gift tax. What should you consider in regards to annual exclusion gifting?

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What this means for you: When you open an account, we are required by Federal law to ask for your name, street address, date of birth (for natural persons) and other information as required to identify you. This may include a request or requests for confirmatory information such as presentation of your driver’s license and/or other document(s).

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These articles are for general information purposes only and are not intended to provide legal, tax, accounting or financial advice. PNC urges its customers to do independent research and to consult with financial and legal professionals before making any financial decisions. This site may provide reference to Internet sites as a convenience to our readers. While PNC endeavors to provide resources that are reputable and safe, we cannot be held responsible for the information, products or services obtained on such sites and will not be liable for any damages arising from your access to such sites. The content, accuracy, opinions expressed and links provided by these resources are not investigated, verified, monitored or endorsed by PNC.