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 ...
Divorce Asset Planning Guide
Take control of your finances during and after divorce with our complimentary divorce planning guide.
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. ...
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 ...
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 ...
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 ...
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 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: A Powerful Gifting Strategy
One of the most flexible and powerful gifting techniques is to loan money to other family members, especially in a ...
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 ...