Guides & WhitepapersBusiness OwnersFinancial PlanningTax PlanningWhite Paper Tax Planning Opportunities with QSBS – “Packing” & “Stacking” August 31, 2022Section 1202 – An Overview Previously, we've discussed the historical context, shareholder/corporate qualification requirements, and…
Guides & WhitepapersDivorceWhite Paper Divorce Asset Planning Guide March 15, 2022Take control of your finances during and after divorce with our complimentary divorce planning guide.…
Guides & WhitepapersFinancial PlanningInvestingWhite Paper Selecting a Financial Advisor March 2, 2022Do you know what to consider when selecting a financial advisor? It’s never too early…
Guides & WhitepapersFinancial PlanningTax Planning 2022 Federal & State Estate and Gift Tax Cheat Sheet January 1, 2022Here we have provided a “cheat sheet” to keep in mind for 2022 federal estate,…
Guides & WhitepapersEstate Planning Navigating Mental Health Issues When Serving as Trustee May 26, 2021A Conversation with an Experienced Estate Attorney and Trustee At Wealthspire Advisors, there are several…
Guides & WhitepapersInvesting A Primer on Impact Investing March 18, 2021Our downloadable impact investing guide can be found here.
Guides & WhitepapersEducation PlanningFinancial Planning How Savvy Investors Plan for Education Expenses September 18, 2020There is a changing reality for many parents: that advanced planning and a long-term strategy…
Guides & WhitepapersBehavioral FinanceBusiness OwnersWealth Transitions Preparing to Sell Your Business: How to Optimize the Sale and Transition September 9, 2020We’ve worked with entrepreneurs over the years who have poured their hearts and souls into…
Guides & WhitepapersFinancial PlanningHealthcareRetirement Planning Planning for Long-Term Care: Exploring Your Options and Creating a Plan June 28, 2020Americans are living longer and healthier lives than at any other time in history. Average…
Guides & WhitepapersEstate Planning Choosing Executors, Trustees, and Guardians for Your Estate Plan June 12, 2020Who would you trust to take care of your children if something happened to you?…
Guides & WhitepapersEstate Planning Estate Planning 101 May 7, 2020The purpose of this white paper is to provide you with an overview of estate…
Guides & WhitepapersCharitable GivingEstate Planning Charitable Remainder Trusts (CRTs) April 8, 2020What is a Charitable Remainder Trust (CRT)? It is a trust where non-charitable beneficiaries (usually…
Guides & WhitepapersEstate PlanningFinancial Planning Intra-Family Loans: A Powerful Gifting Strategy March 11, 2020One of the most flexible and powerful gifting techniques is to loan money to other…
BlogGuides & WhitepapersEstate Planning What to Consider When Creating a Trust February 26, 2020You’ve decided to create and fund a trust as part of your overall estate plan.…
BlogGuides & WhitepapersFinancial PlanningWealth Transitions Organizing Finances Before, During, and After Divorce February 4, 2020Most people don’t begin their marriage expecting it to end in divorce. For those who…
Guides & WhitepapersEstate PlanningFinancial Planning What is an Intentionally Defective Grantor Trust (IDGT)? January 27, 2020Intentionally Defective Grantor Trusts (“IDGTs”) are a commonly used estate planning vehicle to transfer wealth…
Guides & WhitepapersFinancial PlanningHealthcare Medicare: Everything You Always Wanted to Know September 23, 2019Medicare: The Basics Medicare is the Federal health insurance program for people ages 65 and…
Guides & WhitepapersFinancial PlanningRetirement PlanningSocial Security Social Security Optimization: What You Should Know August 2, 2019It is no secret that many Americans are ill prepared for retirement (excluding our clients,…
