Posts Tagged: Wealth Planning

Get a Fresh Start on Your Finances

Aspiriant wealth managers offer a dozen tips on budgeting, taxes, saving, spending, managing income, protecting your assets and more to help you start the new year off right with your money. more >

Choosing the Best Way to Give

When you’re ready to start a long-term giving program, choosing the right philanthropic vehicle can feel challenging. Here’s how a family office team can walk you through the steps to leaving an impactful legacy. more >

Why You Should Designate Trusted Contacts

Financial crimes are on the rise, and people with diminishing capacity or other vulnerabilities are the biggest targets. Designating a trusted contact today can help your financial advisors protect you from exploitation in the future. more >

SPACS: What They Are and Who’s Considering Them

Special purpose acquisition companies have become a popular way for companies to go public. Learn more about them to decide whether your firm should merge with a SPAC. more >

6 Financial Tips for (F)Unemployment

Unemployment can be a stressful time. But it’s much easier if you plan ahead. Learn what you need to do to take care of yourself financially while you move on to bigger and better things. more >

Aspiriant CEO Featured on Podcast

Rob Francais discussed the challenges and opportunities of managing a wealth advisory firm during the coronavirus pandemic as the featured guest of a Barron’s The Way Forward podcast. more >

The 2020 Election and Estate Planning

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 >