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Estate planning strategies to optimize your family wealth transfer
High net worth families have a vested interest in maintaining generational wealth. Here are five estate planning strategies to explore.
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How do hedge funds work to diversify your portfolio?
Hedge funds are alternative investments for diversifying and potentially enhancing investor portfolios. Review the risks, benefits and investment strategies specific to hedge funds.
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Estate taxes: Who pays, how much and when
If your assets are worth over a certain amount when you die, they could be subject to estate tax. Fortunately, there are ways to reduce your tax liability and protect your hard-earned wealth for future generations.
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Leave a legacy: Strategies for a lasting impact
Leaving a legacy can ensure your loved ones are taken care of and that causes you care about are advanced. Here are three strategies to leverage your wealth for a lasting legacy.
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Financial planning considerations when inflation and interest rates are changing
Sticky inflation and higher interest rates create both challenges and opportunities for investors. These tactical considerations can help you navigate today’s unique market dynamics.
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Consider endowed scholarships for charitable giving
A scholarship endowment can help educate others, bring you a sense of satisfaction and change the lives of future generations.
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What is tax loss harvesting?
If you sell an asset for profit, such as property or a business, that profit will be subject to capital gains tax. Tax loss harvesting is a strategy that can help you manage and potentially reduce your tax liability.
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Trust planning: How to handle the emotions involved
Four strategies to help make the trust planning process easier for everyone.
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Why is insurance important in financial planning?
Just like your financial goals, insurance policies are as unique as you are.
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Tax benefits of donating stock to charity
Gifting equity compensation to charity can bring tax benefits to you as the donor, but it also helps maximize the amount of money a charity receives.
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Business valuation: Key factors and how to assess a business’s value
While a business can be valued in several ways, there are steps you can take that may help you impact its appeal to potential buyers.
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How to prepare for the Tax Cuts and Jobs Act expiration
The TCJA is set to sunset at the end of 2025, and if Congress fails to act, tax provisions will revert to what they used to be. Here’s how to prepare.
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