6 Estate Planning Tips for Pet Owners
For many of us, our pets are beloved members of our families. They bring companionship and happiness, and like our ...
Transfer Planning for PE Partners Using a “Carried Interest” Option
As a partner in a private equity (PE) firm, you have a financial interest in the fund that comes in ...
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 ...
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 ...
Special Needs Planning – FAQs
Having a comprehensive estate plan in place is important for everyone, regardless of your personal family life, and can cover ...
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 ...
