Back to Estate Planning Insights IPO Windfall: How to Incorporate Charitable Giving Into Your Financial Plan Kevin Dorwin April 25, 2019
Meet The Author Kevin Dorwin Partner & Market Leader Kevin is a Partner and Market Leader for the San Francisco Bay Area. He focuses on optimizing wealth through efficient investing, risk management, and tax... Learn More
Estate Planning Reading Between the Lines: Crafting A Compassionate Letter of Instructions for Your Testamentary WishesWhile legal documents provide the structural framework for your estate planning, a compassionate letter of instructions captures the nuances of your personal wishes, ensuring clarity…
Estate Planning The Sunset is Not Worth Waiting ForEstate Tax Planning Strategies in 2023: Learn about strategies to navigate estate taxes before changes take effect in 2026. Options include Spousal Lifetime Access Trusts…
Estate Planning Having Your Cake and Eating It Too!Discover the intricacies of carried interest transfers in estate planning with our in-depth guide, "Having Your Cake and Eating It Too!" Learn about the IRS…
Estate Planning Navigating the Unavoidable: A Comprehensive Guide to Preparing for Your Final FarewellDiscover the ins and outs of preplanning your funeral to ease the burden on your loved ones, save money, and ensure your wishes are fulfilled.
Estate Planning Strategies to Help Your Child Buy a HomeHow to Help Your Adult Kids Buy a Home. Each strategy can have major estate, tax and family dynamic implications. Here are several different strategies…