Navigating Mental Health Issues When Serving as Trustee
A Conversation with an Experienced Estate Attorney and Trustee At Wealthspire Advisors, there are several senior advisors who also serve ...
How Are Trusts Taxed? FAQs
With the tax season fast approaching, you may have questions about how your trust is taxed, who is responsible for ...
The One Question All Trustees Should Ask Themselves
Have you ever seen the show The World’s Most Extraordinary Homes? My favorite segment in each episode occurs when the ...
Estate Planning Opportunities for Private Equity Partners
As a founder of a private equity (PE) fund, you are likely more interested in sourcing new deals and successfully ...
Charitable Lead Annuity Trusts (CLATs)
What is a Charitable Lead Annuity Trust (CLAT)? A charitable lead annuity trust (“CLAT”) is a type of charitable trust ...
Choosing Executors, Trustees, and Guardians for Your Estate Plan
Who would you trust to take care of your children if something happened to you? Who would you trust to ...
Estate Planning 101
The purpose of this white paper is to provide you with an overview of estate planning basics. Establishing or revising ...
Planning Strategies to Consider in a Volatile Environment
While the Coronavirus pandemic has brought its share of fear and anxiety, it also brings some favorable financial planning opportunities ...
Charitable Remainder Trusts (CRTs)
What is a Charitable Remainder Trust (CRT)? It is a trust where non-charitable beneficiaries (usually the grantor and grantor’s spouse) ...
Intra-Family Loans: A Powerful Gifting Strategy
One of the most flexible and powerful gifting techniques is to loan money to other family members, especially in a ...
