Estate Planning

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mental health trustee

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 ...

trust tax

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 ...

question trustee

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 ...

private equity

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 ...

CLAT

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 ...

executors trustees guardians

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 ...

mortgage invest estate plan

Estate Planning 101

The purpose of this white paper is to provide you with an overview of estate planning basics. Establishing or revising ...

planning opportunities

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 trust

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

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 ...