Estate Planning

Investor’s Business Daily
March 23, 2012

Paul Katzeff of Investor’s Business Daily, quotes Chris McLean, principal and client strategist at Signature, in an article about the low interest rate environment being beneficial for certain estate planning tools, such as charitable lead trusts.

Los Angeles Times
September 5, 2011

Walter Hamilton of the Los Angeles Times quotes Susan Colpitts, co-founder and executive vice president at Signature, in an article about baby boomers deciding not to leave their children an inheritance. Colpitts explains that many baby boomers have spent their lives building their careers and supporting their children and plan to spend the money they have saved on themselves. “[Boomers] say ‘If there’s something at the end, I’d love the kids to have it, but what’s important for me now is to get what I’ve earned, which is to travel and have a nice bottle of wine...’” Colpitts explains.

Private Wealth
July 2011 Issue

Caren Chesler of Private Wealth quotes Susan Colpitts, co-founder and executive vice president at Signature, in an article about affluent Americans deciding to donate their wealth to charity rather than give their children a large inheritance.

The New York Times
February 12, 2011

Carla Fried of The New York Times quotes Susan Colpitts, co-founder and executive vice president at Signature, in an article about the lifetime gift tax exemption and how families can transfer wealth.

Bankrate
October 6, 2010

Judy Martel of Bankrate.com features Signature co-founder and chairman Anne Shumadine in an article about legacy planning.

Financial Advisor
August 12, 2010

Thomas Coyle of Dow Jones Newswires includes Anne Shumadine, co-founder and chairman at Signature, in a piece about the importance of financial education for younger family members.