February 5, 2026
ILITs: The Overlooked Legacy & Wealth Planning Powerhouse
An Irrevocable Life Insurance Trust (ILIT) can turn an ordinary life insurance policy into a multi-tasking estate planning tool.
Felton & Peel Blog
Estate Planning
Financial planning insights, tax strategy, and retirement guidance from Felton & Peel Wealth Management.
October 7, 2025
Not Worried About Federal Estate Taxes? Think Again
The federal estate tax threshold is making a leap to $15 million per person. Many states have their own estate or inheritance taxes, with much lower exemptions.
August 8, 2024
Now is a Great Time to Gift: Here are 3 Ways to Do It Smarter
With the Tax Cuts and Jobs Act of 2017 scheduled to sunset at the end of 2025, here are three reasons why you should be gifting now.
April 30, 2024
The 4 Best-Kept Tax Benefits of a Private Foundation
Here are the four best-kept tax benefits of why high-net-worth individuals use private foundations to save on taxes.
May 4, 2023
How to Set Your Kids Up for Financial Success
One of the most meaningful things you can do is to set your child up for financial success. Preparing for their future can help them launch their adult lives.
October 6, 2022
Estate Planning: 5 Things You Should Know About the Process
An estate plan is more complex, with multiple components and documents to consider before it’s complete. Here are five things to know about estate planning.
September 7, 2021
Personal Finance: The Not-So-Secret Ingredient to Wealth Creation
Getting a grip on your personal finance; how you plan for your future and manage your money, is the foundation of any future wealth success.
April 27, 2020
Why Estate Planning Is Lacking In African-American Households
The lack of estate planning among African-American households is one of the most serious and consistent issues I see as a CFP® professional.
February 4, 2019
What is Umbrella Insurance, and Do I Really Need It?
Umbrella insurance (or excess liability insurance), might be a worthwhile expense. But how can you tell if you really need it?
September 20, 2018
Donor-Advised Fund: How A “Poor Man’s Foundation” Saves You Money
You may have heard of “donor-advised funds”, but feel confused about them. Are they solely for the rich? How could they work for those with less savings?