Planning Insights

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INTEL

2024 Changes to Real Estate Commission Payments

In August 2024, changes to residential real estate agent commissions went into effect. Learn the potential impacts on home purchases and sales.
In late August 2024, the National Association of Realtors, or NAR, made several changes to real estate agent commissions and disclosures to make realtor compensation more equitable and transparent for home buyers and sellers.
Planning

Navigating Changes to Student Loan Forgiveness

Explore strategies to help you understand and adjust to the shifting landscape of student loan forgiveness.
Being proactive can help you address the continuing uncertainties around student loan forgiveness and adapt your financial plan accordingly.

Nerre Shuriah

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

Planning

Carried Interest Strategies for Trust Planning

Learn how private equity and venture capital fund general partners can leverage carried interest and navigate IRS regulations for effective estate planning.
In addition to helping meet the often-complex needs of private equity and venture capital funds, carried interest has the potential to represent significant value to fund partners.

Ann Lucchesi

Senior Director

Planning

How to Maximize Deductible Interest Expense

Learn the rules, opportunities and risks associated with the deductibility of interest.
As you optimize your cash flow and debt, you can specifically seek opportunities to save based on the deductibility of interest costs.

Ann Lucchesi

Senior Director

Planning

Explore Your Options for Financing Luxury Assets

When financing the purchase of a luxury asset, there are many options to choose from—but the right one will depend on a few key factors.
When financing the purchase of a luxury asset, evaluating the type of asset you're hoping to finance, as well as your goals, may help you determine the most effective borrowing strategy.
Planning

Financial Planning Tips for Future VC and PE Partners

Here's what to consider if you're becoming a partner in a venture capital or private equity fund.
If you're considering becoming a partner in a VC or PE fund, set aside time to assess the impact of your new role on your personal financial plan.

Ann Lucchesi

Senior Director

Planning

Navigating the Finances of a Later-in-Life Divorce

Address a few key obstacles to help get your finances in order after a mid-life divorce.
Whether you're considering a divorce, in the process of separating or are finalizing a divorce, addressing the challenges ahead with a definitive action plan can help you be better prepared for your next phase of your life.

Nerre Shuriah

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

Planning

How to Plan for Key Life Events

Learn how financial planning can help you navigate the challenges of key life events.
Your personal financial plan needs to adapt to changes in each stage of life and handle them effectively.

Nerre Shuriah

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

Planning

10 Tips to Prepare for an Acquisition

It's vital to prepare both your business and personal finances before an acquisition.
Organizing your business finances is only one part of preparing for an acquisition. Your personal finances will be impacted as well.

Ann Lucchesi

Senior Director

Planning

How High Earners Should Prepare for 2026 Tax Law Changes

There are several actions high-income earners can take today to help prepare for the upcoming 2026 tax law changes.
High-income earners still have time to make changes to adequately prepare for the milestone January 1, 2026, date.

Nerre Shuriah

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

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.
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 | Senior Director of Wealth Planning

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

Showing 1 - 16 of 23 results

Showing 1 to 16 of 23 results

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