Posts Tagged: Wealth Planning

6 Steps to Leaving an Impactful Legacy

After defining your legacy, how do you go about making it real? Greg Fasig follows up his previous article with actionable steps to give your time and money in ways that last generations. more >

Get Your Financial Planning Docs in Order

Spring cleaning your home office may seem overwhelming. It’s easier if you start by organizing these five essential financial documents that help your advisors and family manage your financial affairs. 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 >

5 Common Tax Myths Debunked

As you finalize your 2017 taxes and prepare for the new federal tax law this year, save time and money by avoiding these common tax misunderstandings, from documentation to state taxes, which our wealth managers clarify. more >

How to Maximize the QBI Deduction

The new qualified business income (QBI) deduction provides a new reason for small business owners to reconsider how they distribute profits to themselves. Learn why your business structure and compensation method matter. more >

3 Questions to Define Your Legacy

Leaving a legacy is about more than just giving money. It’s about the influence you have on others. We all leave a legacy to some extent. Find out how to clearly define your legacy so that you can have a lasting, beneficial impact. more >

2018 Tax Planning: 10 Steps to Take Now

With the new tax law, year-round holistic tax planning and a sound understanding of your income and deductions can help you identify opportunities and strategies to achieve a more efficient tax result. Here are some planning tips for 2018. more >

Cybersecurity After Equifax

The combination of big-data techniques and massive data breaches means that all consumers, especially the wealthy, are at risk for targeted and sophisticated attacks on their identity. Learn how the game has changed, which risks you should be most concerned about, and how to protect yourself. more >