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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 ...

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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. ...

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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.

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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 ...

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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 ...