PRW News

Business Succession Planning

When developing a succession plan for your business, you must make many decisions.   Should you sell your business or give it away? Should you structure your plan to go into effect during your lifetime or at your death? Should you transfer your ownership interest to family members, co-owners, employees, or an outside party?   The key is to pick …

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Charitable Giving

Charitable giving can play an important role in many estate plans. Philanthropy cannot only give you great personal satisfaction, it can also give you a current income tax deduction, let you avoid capital gains tax, and reduce the amount of taxes your estate may owe when you die. Click below for a helpful piece on Charitable Giving: Charitable Giving   …

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Continuing Financial Challenges for Social Security & Medicare

Every year, the Trustees of the Social Security and Medicare trust funds release reports to Congress on the current financial condition and projected financial outlook of these programs.  The 2015 reports, released on July 22, 2015, show that, despite some encouraging signs, both programs continue to face financial challenges that should be addressed as soon as possible.   Continuing Financial …

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2015 State Estate Tax & Inheritance Tax Chart

Please click the link below for a detailed list of states that levy some sort of tax on a decedent’s estate.  States that are not listed do not apply a tax to the transfer of property at death.  This list was up to date as of June 2015.  However, state laws change frequently and the following information may not reflect …

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Leveraging an IRA to Build a Legacy

Individuals with IRA accounts can reduce the potential impact of estate taxes and “income in respect of a decedent” (IRD) taxes at death, and thereby enhance their legacies, with careful planning.  The following piece presents options for individuals with IRAs to maximize their charitable legacy and increase the inheritance to their children and grandchildren. Leveraging an IRA to Build a …

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Investment Commentary – Q2 2015

PRW Wealth Management LLC produces Quarterly Client Letters and Investment Commentaries. Look for one each quarter.  Click  below to download the PDF for 2nd Quarter 2015. Q2 2015 Letter

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Babson College Athletics Hall of Fame

Ted Dziuba, Director of Life Insurance Planning at PRW Wealth Management, was recently inducted into the Babson College Athletics Hall of Fame Class of 2015 during a ceremony at the Babson Executive Conference Center (BECC) on Saturday, April 11th. A two-year captain of the Babson College Baseball team, Dziuba ’06 put together one of the greatest careers in school history. …

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2015 Five Star Wealth Manager Award Winners

We are pleased to announce the selection of William Payne, Richard Renwick, and Elliot Herman as 2015 Five Star Wealth Manager award winners as featured in Boston Magazine. This is the 6th year in a row that they have received this honor.       To receive the 2015 Five Star Wealth Manager award, researched and managed by Five Star …

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Investment Commentary – Q1 2015

PRW Wealth Management LLC produces Quarterly Client Letters and Investment Commentaries. Look for one each quarter.  Click  below to download the PDF for 1st Quarter 2015. Q1 2015 Letter

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Elliot Herman & Larry Gingrow Cited in Financial Planning Magazine

Elliot Herman & Larry Gingrow were cited in the February 2015 issue of Financial Planning Magazine in an article titled Above the Estate Tax Exemption? by Ingrid Case.  In the piece, Elliot and Larry discuss advanced planning strategies to address the Federal Estate Tax.

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