Wealth Transfer: Destigmatizing Money Conversations
Wealthspire hosted a virtual event for families that focused on having honest, meaningful conversations that removes the stigma of talking ...
Estate Planning Considerations for Top Law Firm Partners
For many partners at top law firms, their earnings represent the first time in that person’s family history that such ...
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 ...
