Investment, Tax & Estate Strategy Insights | Members' Wealth | Estate Strategy

Family Wealth Planning: Protecting Your Family's Legacy

by Marie Feindt, J.D. on Oct 15, 2026

Family Wealth Planning: Protecting Your Family's Legacy

Topics: Estate Strategy

The Great Wealth Transfer: Estate Planning Beyond the Money

by Tim Thomas on Oct 01, 2026

The Great Wealth Transfer: Estate Planning Beyond the Money

Topics: Estate Strategy

Beneficiary Designations: An Overlooked Estate Planning Risk

by Marie Feindt, J.D. on Sep 03, 2026

Beneficiary Designations: An Overlooked Estate Planning Risk

Topics: Estate Strategy

Your Eyeglass Frames and Your Estate Plan Have More in Common Than You Think.

by Marie Feindt, J.D. on Aug 13, 2026

Your Eyeglass Frames and Your Estate Plan Have More in Common Than You Think.

Topics: Estate Strategy

The Great Wealth Transfer, Antique Cars, and the Role of the IRS Qualified Appraiser

by Marie Feindt, J.D. on Jul 23, 2026

The Great Wealth Transfer, Antique Cars, and the Role of the IRS Qualified Appraiser

Topics: Estate Strategy

Mid-Year Tax Planning Strategies: What You Should Be Doing in June

by Marie Feindt, J.D. on Jun 18, 2026

Mid-Year Tax Planning Strategies: What You Should Be Doing in June

Topics: Estate Strategy

Wealth Done R.I.T.E.: Keeping Delco Businesses in the Family and the Community

by Marie Feindt, J.D. on Jun 01, 2026

Wealth Done R.I.T.E.: Keeping Delco Businesses in the Family and the Community

Topics: Estate Strategy

Financial and Estate Planning with the R.I.T.E. Framework™

by Marie Feindt, J.D. on May 21, 2026

financial and estate planning

Topics: Estate Strategy

Control of Capital: Women After Divorce and Inheritance

by Marie Feindt, J.D. on Feb 12, 2026

Control of Capital: Women After Divorce and Inheritance

Topics: Estate Strategy

End-of-Life Dignity and Pennsylvania’s Updated Succession Law

by Marie Feindt, J.D. on Jan 29, 2026

End-of-Life Dignity and Pennsylvania’s Updated Succession Law

Topics: Estate Strategy

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