Posts Tagged: Estate Planning

How to Raise Charitable Children

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 >

All About the LLCs

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 >

Wealth Transfer: The Emotional Side of Money

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 >

Estate Taxes: Gone Today but Here Tomorrow?

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 >

4 Things to Think About Before Retiring from the C-Suite

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 >

Freeze Assets in Your Estate Before a Liquidity Event

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 >

Should You Name a Relative as Trustee?

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 >