Media Archive

Sort by

Categories
Authors
Type

Estate Planning

Articles 1 - 10 of 38

Estate Planning as a Tool for Your Business Succession Plan

The year 2020 has been mired with uncertainty and unprecedented strife for many. As we reflect on the past six months and prepare for the next, now may

| 7.14.2020

2Q20 Market Commentary

Prepared by Schneider Downs Wealth Management Advisors, L.P.

Nancy Skeans provides insight on Roth IRA increase

Nancy Skeans, CEO of Schneider Downs Wealth Management Advisors spoke with the Pittsburgh Business Times regarding the progression of Roth IRAs due to

| 6.1.2020

SDWMA Newsletter June 2020

Here are some of our team's favorite moments from the last few months at home. We hope you will share yours in the poll below and send us an email

| 6.1.2020

Participant Newsletter June 2020

Retirement can be the most wonderful time of your life, truly the golden years. It is up to you to do what you can to make it so.Enjoying good health in retirement is key to quality of life. The other major determiner of quality of life in retirement is financial security.

Continuing to Decipher Estate and Trust Deduction Changes

In July 2018, the IRS issued Notice 2018-61 to provide insight on the suspension of miscellaneous itemized deductions for Trusts and Estates under newly

Estate Planning Opportunities Created by COVID-19

On April 23, Schneider Downs’ Darin Schindler, Greg Allison and Derek Eichelberger led a webinar for the firm’s personnel and friends discussing

Jason Lumpkin and Alexander Papson Featured in Us Chamber Article

Jason Lumpkin and Alexander Papson of Schneider Downs Wealth Management Advisors provides insight on small business considerations and the SECURE Act.

Alexander Papson Featured in Plan Sponsor Magazine Secure Act Article

Schneider Downs’ Alexander Papson provides insight on plan sponsor considerations related to the SECURE Act.

| 4.13.2020

1Q20 Market Commentary

Prepared by Schneider Downs Wealth Management Advisors, L.P.

contact us

Map of Pittsburgh Office
Pittsburgh

One PPG Place, Suite 1700
Pittsburgh, PA 15222

sdwealthmanagement@schneiderdowns.com
p:412.697.5200     f:412.261.4876

Map of Columbus Office
Columbus

65 East State Street, Suite 2000
Columbus, OH 43215

sdwealthmanagement@schneiderdowns.com
p:614.621.4060     f:614.621.4062

Map of Columbus Office
Washington, D.C.

1660 International Drive
McLean, VA 22102

sdwealthmanagement@schneiderdowns.com
p:412.697.5200     f:412.261.4876