Posts Tagged: Estate Planning

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 >

Is Life Insurance the Best Estate Tax Solution?

Life insurance has long been sold as a solution for paying burdensome estate and generation skipping taxes. It’s simple and free of income tax — it’s all you need to do, right? more >