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 ...
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 ...
