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 ...

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.

mental health trustee

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.

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 ...

executors trustees guardians

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

What Is Estate Planning? Estate planning is the process of arranging and managing one’s assets during their lifetime to ensure ...

charitable remainder trust

Charitable Remainder Trusts (CRTs)

What is a Charitable Remainder Trust (CRT)? It is a trust where non-charitable beneficiaries (usually the grantor and grantor’s spouse) ...

intra-family loans

Intra-Family Loans: A Powerful Gifting Strategy

One of the most flexible and powerful gifting techniques is to loan money to other family members, especially in a ...

finances divorce

Organizing Finances Before, During, and After Divorce

Most people don’t begin their marriage expecting it to end in divorce. For those who are ending a marriage, having ...


Medicare: Everything You Always Wanted to Know

Medicare: The Basics Medicare is the Federal health insurance program for people ages 65 and older. The program helps pay ...