This year, why not set a resolution that will have lasting benefits? Sandi Bragar offers tips on how to find your money mojo through conversation. more >
When it comes to raising children with a giving mindset, it’s important to focus on teaching them empathy. Learn five tips from a client who specializes in helping families create successful giving plans. more >
Limited liability companies offer several advantages to holding and protecting assets. But they require management and have additional costs. Learn about LLC basics, including the benefits and pitfalls of this special structure. more >
When crafting a wealth transfer plan, it’s important to know there are two sides of money: the intellectual side and the emotional side. Learn how tackling the emotional aspects first leads to a more satisfying plan for you and future generations. more >
Not having a wealth transfer plan is a plan in and of itself. You’re just allowing the government to implement one for you. Learn how a wealth transfer framework helps you plan with intention. more >
Your dream vacation home is meant to be a place of fun and tranquility for generations. Don’t let legal issues and family squabbles get in the way. Learn estate planning tips. more >
The tax reform doubled the amount that a taxpayer can transfer without gift, estate or generation-skipping transfer taxes. But that doesn’t mean you should forget about estate planning. Here are six considerations to discuss with a wealth manager. more >
For top executives, thinking about what you will do in your later years is essential to having a sound financial plan and being emotionally prepared for retirement. Read how an Aspiriant client successfully transitioned into a slower-paced lifestyle. more >
Planning before acting often results in many benefits. This can be especially true when you’re facing a liquidity event like the sale of a business. Dawn Baca explains two strategies that can help reduce estate taxes. more >
Serving as trustee to a family trust is a major responsibility. Learn about the pros and cons of choosing a relative to manage the trust and how a professional trustee can help. more >
