Financial Guides and Whitepapers

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mid-career

The Mid-Career Financial Preparedness Checklist

For many, turning 50 represents a significant moment of self-awareness. It’s also a time when uniquely successful individuals become aware that ...

retirement

The Pre-Retirement Preparedness Checklist

Approaching retirement represents a significant milestone in life’s journey Our Checklist helps you answer a host of questions regarding retirement: ...

tax cheat sheet

2024 Federal & State Estate and Gift Tax Cheat Sheet

Here we have provided a “cheat sheet” to keep in mind for 2024 federal estate, gift, and GST exemptions, as ...

The Financial Uncertainty Preparedness Checklist

There are few industries in the world that have accomplished what the US commercial aviation industry has—an almost perfect record ...

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

The Divorce Checklist

Many who find themselves on the brink of divorce say they aren’t fully aware of what they have or what ...

Transfer Planning for PE Partners Using a “Carried Interest” Option

As a partner in a private equity (PE) firm, you have a financial interest in the fund that comes in ...

prepare spouse manage finances

Planning Ahead: Preparing a Spouse or Partner to Manage Your Finances

Introduction It’s not uncommon in a relationship for one partner to handle most of the finances and for the other ...

prenup

Pre-Marital Preparedness Checklist

Congratulations! You’re getting married! In addition to planning your ceremony and guest list, you may want to take this time ...

Wealthspire FOS Wealth Strategy Team in Action: Client Stories

Background Daniel and Michelle are in their 70s, have 4 children and 7 grandchildren, and a net worth around $60M. ...

Wealthspire FOS Wealth Strategy Team in Action: Client Stories

Background Louise and Johnny are in their 50s and have a blended family with 3 children (2 of whom are ...

Wealthspire FOS Wealth Strategy Team in Action: Client Stories

Background Marilyn and Arnold are in their 60s with three adult children. Marilyn is a managing partner at a large ...

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 ...