Posts Tagged: Estate Planning

You’ve Heard of the Prenup. What About a No-Nup?

When living with your significant other, financial matters are unavoidable. Equity, fairness and protecting your own personal interests are important areas to discuss. Learn how a cohabitation agreement can help set clear expectations. more >

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 >

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 >