Wealth Management Insights

This article examines the critical considerations for selecting a trust as an IRA beneficiary post-Secure Act, including the types of trusts that qualify and the impact on estate planning.

Explore the evolving landscape of Opportunity Zones and how the proposed legislation could extend the benefits and reporting requirements for investors using Qualified Opportunity Funds for tax advantages and estate planning.

Navigating the financial landscape as a law firm partner requires tailored planning across multiple areas, including cash flow, taxation, investment strategies, and retirement planning, to ensure long-term success and security.

Introduce your children to the “4 Hs” – Happiness, Helpfulness, Hunger, and Humility, laying the foundation for a balanced understanding of wealth’s role in life. Dive into the world of financial literacy early, tailor the education to your family’s unique wealth narrative, and lead by example.

Discover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to tailor your strategy for maximum impact. Begin your journey towards meaningful philanthropy and manage your wealth effectively with us.