An elderly couple reviewing documents with a financial professional.
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The Importance of Adapting Financial and Estate Plans to Legal Changes

ByWSFS Contributor

When the foundation of a structure becomes unstable, everything built on top must adjust or risk collapse. This principle is not only true in construction but also in financial and estate planning. In the United States, financial and estate planning is deeply intertwined with legal and tax codes, which form the foundation for achieving our financial…

A man and a woman reviewing documents. The woman has long, gray hair and round glasses; the man has short dark hair. The image is overlaid with a blue mezzotint pattern reminiscent of the texture of dollar bills.
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WEBINAR: Tax Cuts and Jobs Act: Preparing for Every Scenario 

ByWSFS Contributor

The Tax Cuts and Jobs Act (TCJA) sunset is planned for December 31, 2025. While it may seem far off, it’s wise for individuals and businesses to prepare now for potential implications. Join our expert team as we review the complexities of the TCJA provision and discuss ways to stay resilient in the face of uncertainty. 

A man and a woman looking at papers. The man has short white hair and he is wearing a blue sweater, and the woman has long dark hair and a pinstriped button-up shirt.
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5 Actions to Take Ahead of 2025 Tax Law Sunset

ByWSFS Contributor

The Tax Cuts and Jobs Act of 2017 (“TCJA”) brought numerous changes to the tax code including reduced individual income tax rates, significant increases to the standard deduction, and doubling of the estate tax exemption. The legislation also has a sunset provision, meaning many of the changes are set to expire at the end of 2025.