April 21, 2021 Filling the Gap: Five Tips for Families with a Disabled Child by Ashley Velategui Planning for an intellectually disabled child’s future financial security requires persistence and detailed planning expertise. With some forethought, and the right team, you can help ensure your child lives the fullest possible life. Family Engagement, Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
January 29, 2021 Should You Give SPACs a Shot? by Wrug Ved SPACs comprised nearly 50% of 2020’s IPO volume and show no signs of stopping. But are they right for you? Alternatives, Athletes & Entertainers, Business Owners, Capital Markets Outlook, Women & Wealth Likes 0 SHARE Bookmarks
January 27, 2021 The Gift That Keeps on Giving: Tax Breaks Renewed for 2021 by Jennifer Ostberg, Robert Dietz Last year’s tax incentives on charitable giving were renewed as the world continues to deal with the fallout from the pandemic. Here’s how to maximize the benefit while helping those in need. Athletes & Entertainers, Endowments & Foundations, Philanthropy, Women & Wealth Likes 0 SHARE Bookmarks
January 26, 2021 The Best Way to Keep Wealth All in the Family? Strong Governance by Emily Neubert How does your family make decisions about wealth? Since every family is different, there’s no “right” way. But there’s a common thread among families who successfully deploy their wealth to reinforce a shared purpose and vision—strong governance. Athletes & Entertainers, Business Owners, Family Engagement, Women & Wealth Likes 0 SHARE Bookmarks
December 15, 2020 Giving by Design by Jennifer Ostberg Giving patterns have shifted in 2020, in response to the pandemic and social justice movements. Is your philanthropic plan flexible enough to support a pivot? Athletes & Entertainers, Diversity & Inclusion, Philanthropy, Women & Wealth Likes 0 SHARE Bookmarks
December 08, 2020 Keeping Holiday Traditions Alive (Virtually) by Heather George How can individuals stay connected to family as year-end holidays approach? Even though we’re physically apart, we can still uphold family traditions—just in a different way. Athletes & Entertainers, Family Engagement, Women & Wealth Likes 0 SHARE Bookmarks
December 03, 2020 Lower Your Tax Bill with These Year-End Strategies by Tara Thompson Popernik, Christopher Clarkson While 2020 has been a year of unknowns, taxes remain a constant. Or do they? This year, a new president has injected uncertainty into the tax landscape while several recently introduced incentives are set to expire by year-end. Athletes & Entertainers, Business Owners, Philanthropy, Tax Management, Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
October 22, 2020 The Secret to Divvying Up Assets? Communication by Anne Bucciarelli, Heather George How you divide assets among family members can have consequences in the future—some of them unintended. Be sure to fully explain your intentions in advance. Athletes & Entertainers, Business Owners, Family Engagement, Women & Wealth Likes 0 SHARE Bookmarks
June 15, 2020 Should Entrepreneurs Trade Retirement Savings for a Liquidity Lifeline? by Richard Weaver, Andrew Bishop Many small business owners who need liquidity may find it in an unexpected place: their own retirement savings plans. But at what cost? Business Owners, Coronavirus, Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
June 10, 2020 Lending a Hand from Afar by Emily Neubert, Anne Bucciarelli, Vikram Prasad Donating while distancing seems fairly straightforward. But what if you prefer getting up close and personal? With a little creativity, volunteerism can go virtual, too. Athletes & Entertainers, Coronavirus, Family Engagement, Philanthropy, Women & Wealth Likes 0 SHARE Bookmarks
May 05, 2020 Are Your Heirs Knowledgeable? by Heather George Most successful individuals plan for the transfer of money and many strive to pass on family values. But there’s a third pillar that cannot be overlooked. What knowledge should you leave your heirs? Athletes & Entertainers, Business Owners, Family Engagement, Philanthropy, Wealth Planning, Women & Wealth, Young Investors Likes 0 SHARE Bookmarks
April 30, 2020 Donating When There’s a Need for Speed by Jennifer Ostberg Each day brings fresh stories of individuals and businesses in dire need. Many charitably minded individuals stand ready to help—but they just want to know the fastest way to intercede. Athletes & Entertainers, Business Owners, Coronavirus, Endowments & Foundations, Philanthropy, Women & Wealth Likes 0 SHARE Bookmarks
April 20, 2020 Finding Commonality through a Crisis by Andrea Kushner, Emily Neubert How do you safely shelter in place when your children or stepchildren are splitting their time between more than one household? By planning with your co-parent. Coronavirus, Family Engagement, Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks