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pet estate planning

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 ...

private equity

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 ...

senior couple discuss paperwork

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 ...

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