Estate Planning

Protecting and providing for your loved ones is part of what makes life worthwhile. Learn how you can leave a larger, more tax-efficient legacy for your heirs and ensure the wealth you’ve worked hard to build lasts beyond a generation.

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Estate Tax Strategies for Today

March 18, 2021
by Margaret Muldoon

You know the adage. Nothing is more certain in life than death and taxes. What is uncertain is how much tax your heirs will pay when you die. With today’s estate tax exemption, you can transfer $11.7 million ($23.4 million for married couples) free of estate and gift tax. The bad news? These unprecedented levels…

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October 31, 2018

Don’t Let These Planning Mistakes Haunt You
by Dewane Lewis, Jr.
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October 16, 2018

Common Estate Planning Myths
by Margaret Muldoon
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August 28, 2018

Four Big Mistakes Newlyweds Make with Their Finances
by John Caserta
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July 24, 2018

Making Cents of Having Children
by Justin Cowell
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May 29, 2018

What to Do with an Inheritance
by Margaret Muldoon
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May 8, 2018

Financial Planning for Families with Love Ones with Special Needs
by Pat Bergmaier
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April 24, 2018

Teaching Young Adults to be Wise Spenders
by Carolyn Humphrey
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March 20, 2018

Deferred Compensation Remains a Good Choice for Highly Compensated Employees
by Cliff Dixon
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March 7, 2018

Teach Your Children to Be Early Savers
by Penn Mutual
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February 27, 2018

Remarriage and Estate Planning
by Penn Mutual
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January 16, 2018

How to Choose the Right Executor for Your Estate
by Margaret Muldoon
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January 9, 2018

How to Recover Financially from the Holidays
by Penn Mutual
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Top Estate Planning Posts

May 26, 2020

5 Considerations When Selecting a Beneficiary
by Margaret Muldoon
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December 19, 2019

How Life Insurance Can Help You Create a Legacy That Spans Generations
by Zach Levine
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October 13, 2020

Don’t Leave Your Heirs in the Dark
by Margaret Muldoon
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