Bio Casey Robinson, CFP

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Casey Robinson, CFP

Wealth Counselor, Waldron Private Wealth

Phone: 412.221.8043
E-mail: CRobinson@WaldronPW.com
www.waldronprivatewealth.com

Casey Robinson is a wealth counselor at Waldron Private Wealth, a boutique wealth management firm located just outside Pittsburgh, Pa. He focuses on simplifying the complexities of wealth for a select group of individuals, families and family offices. Robinson has extensive experience assisting multi-generational families to develop comprehensive estate planning strategies, integrating trusts, tax planning and risk management to support their unique long term goals.

Latest Features

Building Wealth
November 2019

Year-End Financial Checklist to Prevent Tax Penalties and Missed Planning Opportunities

Several significant tax and savings deadlines are fast approaching. Before you flip your calendar to December, consider making some of these smart money moves.

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Building Wealth
September 2019

Financial Strategies Many Married Same-Sex Couples Overlook

From Social Security to estate planning and tax breaks, take a look at a roundup of the rich benefits that marriage can afford.

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Building Wealth
August 2019

What's an Alpha Manager and Why Do I Need One?

You've probably heard of an alpha wolf, but what about an alpha manager? This is the kind of financial adviser that everyone planning an estate should be working with.

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Building Wealth
July 2019

The Bank of Mom and Pop: The Benefits Afforded by Intrafamily Lending

Sometimes skipping the costs and hassles of commercial bank loans can make perfect sense, saving the borrower some money and helping the lender with their estate planning goals.

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Building Wealth
March 2019

How the Tax Cuts and Jobs Act Will Impact Tax Planning in 2019 and Beyond

Most taxpayers, as they get started on their 2018 taxes, are only now really grasping the effects of the 2017 law. Moving forward, there are opportunities and pitfalls to take into account for 2019.

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Building Wealth
January 2019

Financial Tips You Can Learn from Millennials (Yes, Really)

Each generation seems to think the one that follows doesn't know what they're doing, but baby boomers who fail to recognize millennials' strengths could be missing out on some solid money and career strategies that they could benefit from.

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Building Wealth
December 2018

Where Do You Fall Along the Wealth Continuum?

Depending on how much money you have, you likely fit into one of three wealth categories. Each has its own special financial planning needs, and it's important to work with an adviser prepared to serve them.

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Building Wealth
November 2018

The Trouble with Joint Bank Accounts 'Just in Case'

Setting up joint accounts between parents and children may seem like an effective way to prepare in case of emergency or if people need help with finances as they get older, but it can cause some big tax and estate problems. Here's a dual strategy to consider instead.

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Building Wealth
October 2018

How Codicils Can Simplify Updating Your Will as Life Evolves

Writing a will is probably not something you want to do more than once. So, if things have changed since you finished the process, and you don't want to start over, you could consider crafting a codicil instead.

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Building Wealth
September 2018

A Guide to the Softer Side of Estate Planning

Once you've written your will, pat yourself on the back. Then get back to work to spell out your wishes on what could be far more important than how your assets are divided. Your family's harmony could be a stake.

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Building Wealth
August 2018

College Savings 101: Arguments Against 529 Plans and Alternatives That Might Work Better

Before you pump money into a 529 College Savings Plan, make sure you have three important boxes checked. And even after you check those boxes, you might want to consider the alternatives.

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Building Wealth
July 2018

How to Avoid Being Robbed Blind After You Die

Complex estates require multiple layers of protection, but even estates that aren't very complicated can be protected by using these four best practices.

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Building Wealth
May 2018

Why Wealthy Kids Don't Just Have It All Made in the Shade

To set your children up for success, money isn't the only factor. Parents have some major money lessons to teach, or they risk a rocky wealth transfer.

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Building Wealth
April 2018

What Type of Trust Solution is Best for You?

A trust is a valuable tool to leave a legacy and plan for taxes, but only if you set it up so that it works just as you intended. Unfortunately, people tend to make one very common, and basic, mistake.

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SLIDE SHOW
March 2018

8 Reasons Your Estate Plan May Now Be Worthless

Most people hate reviewing their estate plans, and I can’t say I blame them. From tax law and complex documents, to trusts and health care directives, the intricacies can be daunting. Plus, talking about ...

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Building Wealth
March 2018

8 Signs Your Estate Plan May Be Worthless

If it's been a few years since you completed your estate plan, chances are your documents could need some serious updating. Here are some key areas of your estate where potentially perilous gaps can crop up.

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