When we talk to clients about their money, certain questions pop up again and again. Find out what we generally say, depending on each client’s personal situation. more >
A solid foundation of basic wealth management knowledge and a clear vision of what you’d like to achieve helps stave off fear and keeps you on track to financial success. more >
The death of a partner is a tremendously difficult time. Keeping up with financial affairs can be overwhelming. Find out what you need to do right away and what can wait until later. more >
Giving a child a head-start in life requires careful financial planning to achieve both your and the child’s future goals. Here are four common strategies to pass down wealth to children in a meaningful way. more >
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 >
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 >
Owning a car collection is fun and may be an investment, but it’s also an expense and an asset that should be carefully considered as part of any wealth plan. Find out how an Aspiriant client does it. more >
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 personal belongings when managing an estate. more >
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 continues to be a happy place for years. more >
When sorting through a loved one’s estate after they die, be sure to factor in the full value of what they left behind — including sentimental value. One of our wealth managers shares a story about appraising his late father’s coin collection. more >
