5 Myths about Financial Planning
Managing finances can be daunting with all the intricacies and uncertainties involved. Even if you feel like you’re successfully tackling ...
The Lesser-Known Benefits of Margin Borrowing
It is often surprising to find so few investors and financial professionals that are aware of the possibilities and advantages ...
Wealthspire Advisors Predecessor Bronfman Rothschild Expands Investment Team with Hire of Christopher Maxey
Rockville, MD, September 20, 2018 – Bronfman Rothschild, an independent investment advisor based in Rockville, Maryland, announced today that Christopher ...
Designating Powers of Attorney (POAs)
Selection, Documentation, and Communication Best Practices Most of our clients put Powers of Attorney or “POAs” in place as they ...
Preparing to Meet with Your Estate Planning Attorney
You can streamline the estate planning process by coming prepared to your first meeting with your estate planning attorney. It ...
Estate Plan Checkup Checklist
We recommend reviewing your estate plan regularly to determine whether it remains up to date – below is a checklist ...
Wealthspire Advisors Predecessor Bronfman Rothschild Named to Financial Times Top 300 Registered Investment Advisor List for Third Year
Rockville, MD, June 28, 2018 — Bronfman Rothschild, an independent investment advisor based in Rockville, Maryland, today announced that it was ...
Naming Account Beneficiaries
Don’t Overlook this Important Planning Opportunity Before she passed away, Jade was diligent in making sure her will was in ...
A Primer on the Grantor Retained Annuity Trust (“GRAT”)
Objective The objective of the Grantor Retained Annuity Trust is to remove appreciation on the transferred assets from the grantor’s ...
