The Mid-Career Financial Preparedness Checklist
For many, turning 50 represents a significant moment of self-awareness. It’s also a time when uniquely successful individuals become aware that …
The Pre-Retirement Preparedness Checklist
Approaching retirement represents a significant milestone in life’s journey Our Checklist helps you answer a host of questions regarding retirement: …
Tax Planning Opportunities with QSBS – “Packing” & “Stacking”
Section 1202 – An Overview Previously, we’ve discussed the historical context, shareholder/corporate qualification requirements, and common shareholder issues faced by …
2024 Federal & State Estate and Gift Tax Cheat Sheet
Here we have provided a “cheat sheet” to keep in mind for 2024 federal estate, gift, and GST exemptions, as …
The Financial Uncertainty Preparedness Checklist
There are few industries in the world that have accomplished what the US commercial aviation industry has—an almost perfect record …
The Divorce Checklist
Many who find themselves on the brink of divorce say they aren’t fully aware of what they have or what …
Transfer Planning for PE Partners Using a “Carried Interest” Option
As a partner in a private equity (PE) firm, you have a financial interest in the fund that comes in …
Planning Ahead: Preparing a Spouse or Partner to Manage Your Finances
Introduction It’s not uncommon in a relationship for one partner to handle most of the finances and for the other …
Pre-Marital Preparedness Checklist
Congratulations! You’re getting married! In addition to planning your ceremony and guest list, you may want to take this time …
Wealthspire FOS Wealth Strategy Team in Action: Client Stories
Background Daniel and Michelle are in their 70s, have 4 children and 7 grandchildren, and a net worth around $60M. …
Wealthspire FOS Wealth Strategy Team in Action: Client Stories
Background Louise and Johnny are in their 50s and have a blended family with 3 children (2 of whom are …
Wealthspire FOS Wealth Strategy Team in Action: Client Stories
Background Marilyn and Arnold are in their 60s with three adult children. Marilyn is a managing partner at a large …
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 …
Divorce Asset Planning Guide
Take control of your finances during and after divorce with our complimentary divorce planning guide.
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 …
A Primer on Impact Investing
Our downloadable impact investing guide can be found here.
Preparing to Sell Your Business: How to Optimize the Sale and Transition
We’ve worked with entrepreneurs over the years who have poured their hearts and souls into their businesses. And when the …
Planning for Long-Term Care: Exploring Your Options and Creating a Plan
Americans are living longer and healthier lives than at any other time in history. Average life expectancy in the US …
