News and Commentary

Estate Tax Relief for Ultra-High-Net-Worth Families by Lee F. Hediger

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Posted on April 13, 2025 by Lee Hediger
Lee F. Hediger PWA Director and Miami Financial Advisor Registered Representative of PWA Securities, LLC

Effective Jan. 1, 2025, the federal estate tax exemption increased to $13.99 million, or $27.98 million for married couples filing joint tax returns. This means that individual taxpayers can transfer up to $13.99 million in assets to their heirs (or up to $27.98 million for married couples filing jointly) during life or at death without […]

Avoiding Emotions and Knee-Jerk Reactions in Times of Market Volatility By Scott Montgomery, CLU, ChFC

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Posted on April 11, 2025 by Scott Montgomery

Equity markets offer investors numerous opportunities to build wealth, but they also entail significant risks, including market volatility. While stock prices may rise and fall for various reasons, extended periods of uncertainty can roil markets and prompt investors to make rash financial decisions based on emotions rather than facts. The current surge in volatility is […]

Provenance Wealth Advisors Corporate Retirement Plans Team Included on National Association of Plan Advisors (NAPA) 2025 Top DC Advisor Multi-Office Firm List

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Posted on April 04, 2025 by Sean Deviney

FT. LAUDERDALE, FL – April 4, 2025 – Provenance Wealth Advisors today announced that their Corporate Retirement Plans Team has been named by the National Association of Plan Advisors (NAPA) as a 2025 Top DC Advisor Multi-Office Firm. The list is based on self-reported defined contribution (DC) assets under advisement (AUA) as of Dec. 31, […]

Widows, Widowers Have an Easier Time Electing Portability of Deceased Spouses’ Unused Estate Tax Exemptions By Scott Montgomery, CLU, ChFC

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Posted on March 26, 2025 by Scott Montgomery

Widows and widowers who missed the deadline to claim a deceased spouse’s unused estate and lifetime gift tax exemptions as their own have up to five years to make this portability election and shield more of their wealth from future tax liabilities. Understanding Portability U.S. tax laws provide individuals with a federal lifetime gift and […]

Provenance Wealth Advisors Welcomes CEO and President Peter Mottek

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Posted on March 24, 2025 by Peter Mottek

Provenance Wealth Advisors, an independent RIA firm, has named Peter Mottek chief executive officer and president. Managing Director Eric Zeitlin is advancing to chairman of the board and Richard A. Berkowitz, JD, CPA, has been named chairman emeritus. With over 35 years in the industry, Mottek joins PWA after leading TD Bank’s US Wealth and […]

4 Strategies to Apply During Life to Reduce Estate Taxes After Death By Eric P. Zeitlin

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Posted on March 18, 2025 by Eric Zeitlin

Ultra-high-net-worth individuals with estates valued above the $13.99 million estate-tax lifetime-exclusion amount in 2025 (or $27.98 million for married couples filing joint tax returns) have several opportunities to reduce their estate tax liabilities at death while preserving wealth for future generations while they are alive. Give Multiple Gifts During Life. Making annual exclusion gifts enables […]

Special Needs Trusts Can Help Improve a Disabled Family Member’s Quality of Life by Lee F. Hediger

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Posted on March 07, 2025 by Lee Hediger
Lee F. Hediger PWA Director and Miami Financial Advisor Registered Representative of PWA Securities, LLC

Caring for a family member with a physical, intellectual or emotional disability can be costly. Everyday expenses can include food and shelter, specialized medications, assistive devices, special education, transportation, at-home nursing care, and much more. Over time, these expenses will almost certainly increase. Families must engage in advanced planning to ensure that a loved one […]

The Valuable but Often Forgotten Tool of Successful Solopreneurs and Gig Workers By Sean Deviney, CFP®*

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Posted on February 26, 2025 by Sean Deviney

Starting a small business can be an exciting venture for anyone seeking career and financial independence. However, the planning and processes required to achieve those goals can be daunting. Entrepreneurs must consider how they will make money today and save enough to ensure a successful retirement for themselves in the future. One option to consider […]

Why Invest in Stocks? by Shane Phillips, CFA, CAIA, CFP®

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Posted on February 20, 2025 by Shane Phillips

The decision to invest in stocks is one that individuals must take the time to consider carefully, weighing the risks and rewards in the context of their unique facts and circumstances. In general, stocks carry far greater risks than other investments, such as bonds and cash. Investors must contend with market volatility based on economic […]

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