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Wealth Planning
Estate Taxes: Gone Today but 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…More
Wealth Planning
Understand Qualified Small Business Stock
QSBS can be a powerful way for small-business shareholders to save on capital gain taxes. But you need to know the rules and risks. Discover…More
Wealth Planning
8 Tips to Avoid Household Employee Pitfalls
As a family’s wealth slowly builds, so can their household staff. We talked to a household staff advisor for best practices to avoid costly management…More
Wealth Planning
Considerations When Valuing Estate Assets
Your collectibles and other valuable assets could have a significant impact on your estate taxes after you pass. Learn how to carefully review and value…More
Wealth Planning
The Tax Benefits of Charitable Giving
There are many ways to support the causes we care about most, beyond simply giving our wealth. Learn about tax benefits and strategies to make…More
Wealth Planning
Key Questions to Keeping a Home in the Family
Passing a special home to future generations requires a lot of forethought and planning. Be sure to discuss these questions with your family so it…More
Wealth Planning
Talking About Money: Where Do I Start?
We encourage people to talk about money with their family and friends to feel more comfortable when making financial decisions. Here are a few ways…More
Wealth Planning
4 Ways to Help Your Kid Become a Homeowner
Many parents would like to assist their children with buying a home. Learn about various strategies you can employ to help them literally get their…More
Wealth Planning
Clean Out Your Money Scripts
Money scripts are unconscious beliefs or values you pick up from family, friends and life experiences that drive your attitudes and behaviors. As part of…More
Wealth Planning
What’s New in the American Rescue Plan
In addition to providing larger stimulus checks to many people, the American Rescue Plan gives a big boost to families through Recovery Rebate qualifications and…More
Wealth Planning
When Is Enough Really Enough?
Determining how much is enough to retire involves honest soul-searching, some visioning and then math. Here are three steps to help you figure out not…More
Wealth Planning
Transferring Real Property: How to Avoid an Unexpected Tax Hike in California
Before you transfer real estate ownership in a California, be aware of what you can do … and how to do it right. Find out…More
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Meet the Authors
John Allen
Chief Investment Officer, Partner
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Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
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Marc Castellani
Managing Director in Private Investments, Chair of the Board of Directors, Partner
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Teresa Greenip
Director in Wealth Management, Partner
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Mary Ellen Krueger
Director in Wealth Management, Partner
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David Grecsek
Managing Director in Investment Strategy & Research, Partner
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Stephen Kawasaki
Director in Investment Strategy & Research, Partner
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Nayan Lapsiwala
Director in Wealth Management, Partner
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Lina Sanchez
Senior Manager in Wealth Management, Partner
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Jan Vega
Director in Wealth Management, Partner
Meet the Authors
Jason Shemtob
Director in Wealth Management, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
