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 >
Before you transfer real estate ownership in a California, be aware of what you can do … and how to do it right. Find out how Proposition 19 changed some of the property tax laws. more >
A change in the presidential administration may result in higher taxes for estates, property transferred at death and capital gains. Learn why it’s important to review your estate plan now. more >
Having a solid foundation of wealth management knowledge and a clear vision of what you’d like to achieve can help keep you on the path to financial success during COVID-19. more >
