Category Archive for: ‘Articles’

Busting Some Life Insurance Myths

PRW Wealth Management, LLC is pleased to provide a copy of Janice Forgays & William Payne’s most recently published article in the June 2017 issue of Trusts & Estates, the pre-eminent peer review journal for wealth management professionals serving the needs of high-net-worth clients, family business owners, family offices, charitably inclined donors and non-profit corporations: “Busting Some Life Insurance Myths” …

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Steps to Take Upon a Death

Please click on the following link for a helpful list of steps to consider when dealing with the loss of a loved one: Steps to Take Upon a Death

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The Other Reasons for Estate Planning

Please click on the following link for an adapted and abbreviated version of a recent article by PRW’s Estate and Wealth Management Counsel Janice Forgays, JD, CLU in the February issue of Trusts & Estates:   By clicking on the above link you are leaving The website you are accessing is created and maintained by another entity. We …

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The Estate Tax May Come and Go (and come back again) But Estate Planning is Here to Stay

Will estate taxes be reduced or eliminated in the near future? No one knows for sure. What we do know is that a change in the estate tax does not change the need for comprehensive estate planning. Please follow the link below for an estate planning article from PRW’s Estate and Wealth Management Counsel, Janice Forgays, JD, CLU. The Estate …

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Elliot Herman Cited in 9/13/16 CNBC Article on Market Volatility

Market volatility has reappeared and if the whipsaw has scared you, it may be time to re-evaluate your portfolio. Please click on the following link for a recent citation on of PRW Wealth Management’s Chief Financial Officer Elliot Herman: Prepare Your Portfolio For More Volatility

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What Are My Health-Care Options if I Retire Early?

The following article prepared by Broadridge Investor Communication Solutions provides some helpful tips to navigate one’s post-retirement health-care options: What Are My Health-Care Options if I Retire Early?

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Ten Year-End Tax Tips for 2016

Here are 10 things to consider as you weigh potential tax moves between now and the end of the year: Ten Year-End Tax Tips for 2016

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Top Ways You Can Prevent Identity Theft

Identity theft is a topic that doesn’t stand still because new ways to steal your personal information—and access your money and credit—crop up every day. Keep in mind that the companies keeping your information don’t always have to notify you if it has been stolen. Here are some basic ways to keep your information safe: Top Ways You Can Prevent …

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Adjusting to Life Financially After a Divorce

There’s no doubt about it–going through a divorce can be an emotionally trying time. Ironing out a divorce settlement, attending various court hearings, and dealing with competing attorneys can all weigh heavily on the parties involved. In addition to the emotional impact a divorce can have, it’s important to be aware of how your financial position will be impacted. Now, …

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Estate Planning and Income Tax Basis

Income tax basis can be an important factor in deciding whether to make gifts during your lifetime or transfer property at your death. This is because the income tax basis for the person receiving the property depends on whether the transfer is by gift or at death. This, in turn, affects the amount of taxable gain subject to income tax …

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