The key is determining the appropriate amount of risk for the reward you are seeking. This balancing of risk and reward is the foundation of all the work we do for clients and is critically important to long-term financial success.
Amassing wealth comes with many benefits, but having a substantial estate comes with the repercussions of elevated taxes. Gifting portions of your assets to mitigate tax ramifications is possibly a reasonable strategy.
Watch Sand Hill Global Advisor's video about the most important things to consider before buying your dream vacation home in this frenzied real estate market, such as the cost, location, investment potential, tax impact, and exit strategy.
Many Americans reignited long-forgotten passions amidst the exhausting and traumatic months of lock-down caused by this pandemic. With stress at an all-time high and the CDC heavily cautioning against face-to-face socialization, they turned to interests they hadn’t partaken of in years. Here are some of the top pastimes they pursued.
Recently, investors are expanding into the realm of luxury collectibles to augment their portfolios. With the right passion and knowledge, high-end collecting can offer potential monetary gains. This decade-long trend is well documented, and it’s easy to see why it has captured the imagination of investors and venture capitalists around the world.
Owning a home brings unique considerations, especially for some properties valued over $5 million in California. It is important to stay informed about the latest changes in laws and regulations that may impact your financial decisions.
As innovative industries continue to fuel growth in the Bay Area and housing supply remains limited, homeownership has become a challenging aspiration for many individuals and families. The allure of owning a home in this vibrant region is undeniable, but it requires thoughtful financial planning to navigate the unique challenges of the local real estate market.
There are countless reasons for building an Accessory Dwelling Unit (ADU) on your existing property. Defined as a self-contained residential unit located on the same lot as an existing single-family home, these units can be ideal for many scenarios.
When you consider your future retirement, you may have specific ideas and preferences in mind. Perhaps one such preference is retiring in another country. While doing so can be full of fascinating possibilities and great happiness, there are specific things to be keenly aware of when structuring your successful retirement plans.
In the alphabet soup of estate planning jargon, the acronym QPRT is one of the more familiar — if not fully understood — terms and it represents a popular and rather common technique for potentially passing significant wealth amongst generations.
What are some examples of catastrophic insurance coverage? What are some of the things that people could do if they do not get their standard fire insurance renewed?
If you have recently purchased or are considering a secondary residence for use as a short-term rental or personal vacation home, you might be curious about the possible tax breaks and whether or not you can deduct your mortgage interest.
If you have recently purchased or are considering a secondary residence for use as a short-term rental or personal vacation home, you might be curious about the possible tax breaks and whether or not you can deduct your mortgage interest.
Dual residency is for many, an excellent way to get the most enjoyment out of your assets. Having two homes in different parts of the country allows for maximum freedom in your lifestyle, and perks abound, depending on your interests.
Watch Sand Hill Global Advisor's video about the most important things to consider before buying your dream vacation home in this frenzied real estate market, such as the cost, location, investment potential, tax impact, and exit strategy.
Sand Hill's Senior Wealth Manager Steve Peterson and Senior Managing Director at the specialty brokerage firm Risk Strategies, John O'Neill, discuss the the changing landscape of homeowner's insurance in California due to fire risk.
We all want our financial journey to be clear, straightforward, and dependable. We want our growth to follow a steady upward trajectory with no surprises, anchored in wisdom and unshakeable strategy.
When it comes to finances, everyone has a unique situation and a diverse collection of personal goals. Meeting those aspirations can be difficult in the best of circumstances, but navigating relentless change can make things challenging.
Setting aside political forecasts and competing ideologies, recent history has shown both parties have contributed to present conditions, often by ignoring spending constraints while at the same time lamenting the steady rise in national debt.
Welcome to California, such a lovely place … you can check out any time you like, but you can never leave. Despite its natural beauty, mild climate, and other attractive attributes, some people — who once made California their home — eventually choose to leave it.
Like any classic “Spaghetti Western”, the recent major tax law has some “good” elements with regards to residential real estate, some “bad” outcomes, and some “ugly” aspects, too … with the “u” in ugly standing for unclear, unknown, and unresolved.
Custodial accounts are the simplest way to give property to minors, easily established at banks and brokerage firms, and do not require the need for an attorney to create a special trust. The gifts are deemed irrevocable, and age limits then apply.
For some thoughtful buyers with the right circumstances, timeshares might make sense — especially people who like predictability in their vacation destination. But in general, for most people, they carry many drawbacks that warrant careful consideration.
Earmarking the family home — or some portion of it — to fund a Charitable Remainder Trust (CRT) can satisfy philanthropic intent, reduce personal taxes, and generate long-term income.
