Financial Guides and Whitepapers


A Guide to Qualified Personal Residence Trusts (QPRTs)

What is a Qualified Personal Residence Trust? A Qualified Personal Residence Trust (“QPRT”) is an irrevocable trust that holds either ...

tax savings qsbs

Tax Planning Opportunities with QSBS – “Packing” & “Stacking”

Section 1202 – An Overview Previously, we’ve discussed the historical context, shareholder/corporate qualification requirements, and common shareholder issues faced by ...

Two gold bands and a gavel on a forest green book illustrating the divorce asset planning guide from Wealthspire.

Divorce Asset Planning Guide

Take control of your finances during and after divorce with our complimentary divorce planning guide.

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Selecting a Financial Advisor

Do you know what to consider when selecting a financial advisor? It’s never too early to secure your financial future. ...

tax cheat sheet

2022 Federal & State Estate and Gift Tax Cheat Sheet

Here we have provided a “cheat sheet” to keep in mind for 2022 federal estate, gift and GST exemptions, as ...

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Navigating Mental Health Issues When Serving as Trustee

A Conversation with an Experienced Estate Attorney and Trustee At Wealthspire Advisors, there are several senior advisors who also serve ...

A Primer on Impact Investing

Our downloadable impact investing guide can be found here.

education planning fafsa

How Savvy Investors Plan for Education Expenses

There is a changing reality for many parents: that advanced planning and a long-term strategy for financing a child’s education ...

Preparing to Sell Your Business: How to Optimize the Sale and Transition

We’ve worked with entrepreneurs over the years who have poured their hearts and souls into their businesses. And when the ...

long term care

Planning for Long-Term Care: Exploring Your Options and Creating a Plan

Americans are living longer and healthier lives than at any other time in history. Average life expectancy in the US ...

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Choosing Executors, Trustees, and Guardians for Your Estate Plan

Who would you trust to take care of your children if something happened to you? Who would you trust to ...

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Estate Planning 101

The purpose of this white paper is to provide you with an overview of estate planning basics. Establishing or revising ...