10 Year-End Financial Things to Do - Aspiriant Wealth Management

10 Year-End Financial Things to Do

As you get ready for a new year, think about what’s changed for you and any new life events you may face in 2022. Then take some of these steps to get your financial house in order. more >
How to Decide on Travel Insurance - Aspiriant

How to Decide on Travel Insurance

As you plan your international vacation in a COVID-pandemic world, give some thought to travel insurance. Learn more about which coverages are essential and what you may be able to do without. more >

Estate Planning 101: Back to Basics

Without an estate plan, your assets will be left to a list of your heirs determined by state law, and the courts will decide who cares for your minor children. Find out what documents you need to assure your end-of-life wishes are met. more >
Estate Taxes: Gone Today but Here Tomorrow? - Aspiriant Wealth Management

Estate Taxes: Gone Today, Here Tomorrow?

The Tax Cut and Jobs Act doubled the amount a taxpayer can transfer without gift, estate or generation-skipping transfer taxes. But that doesn’t mean you should forget about estate planning. See six considerations to discuss with a wealth manager. more >