Estate Planning

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Executor

What Is an Executor? An executor, also called an executor of estate or executor of will, manages your estate after ...

Power of Attorney

What is Power of Attorney POAs are legal documents that allow you to name an “agent” (also sometimes referred to ...

Trust

What is a Trust? A trust is a legal relationship where the owner, or trustor, gives another party, the trustee, ...

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 ...

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

What Is Estate Planning? Estate planning is the process of arranging and managing one’s assets during their lifetime to ensure ...

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 ...