Estate Planning

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Make Estate Planning Part of Your New Year’s Resolutions

As we kick off a new year, many of us are focused on keeping our resolutions and achieving our goals ...

education transitions

Special Needs Planning: Schools, Trusts, & Beyond

In partnership with Special Education Legal Fund, Wealthspire’s Michael Delgass and Richard Yam were joined by special education attorneys Adrienne ...

education transitions

Special Needs Planning – FAQs

Having a comprehensive estate plan in place is important for everyone, regardless of your personal family life, and can cover ...

Wealthspire Advisors discussing vesting schedules at a table with devices

5 Planning Steps to Consider Before Year-End 2022

As summer ends and we look toward the Fall, you should aim to maximize your opportunities to transfer wealth to ...

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 ...

Incomplete Non-Grantor (ING) Trusts – FAQs

What is an Incomplete Non-Grantor (ING) Trust? An ING trust is a trust you set up in which assets you ...

Probate

What is Probate? Probate is the court proceeding in which a deceased person’s Will is filed with the court, and ...

Beneficiary

What Is a Beneficiary? A beneficiary is the person or entity who will receive benefits from a life insurance policy, ...

Living Will

What is a Living Will? A living will provides instructions to your healthcare provider in the event that you are ...