Rules of Estate Planning!
Managing a Small Business During and Post COVID-19
It’s no secret that COVID-19 has created a very challenging business environment. This is especially true for small businesses. Sadly, many small businesses have already been forced to close during the pandemic due to their fragile finances, including limited cash reserves and often few or no established financial relationships.
Capturing Pandemic Moments Before They’re Gone: A Time Capsule
Like it or not, the COVID-19 pandemic has pushed us into new sets of routines and has completely upended many parts of our lives. For many, this catastrophe has been compounded by school closures, historic wildfires or taking on additional caregiving responsibilities. While this process may cause you much angst, it could be beneficial, maybe even cathartic, to document how you and your family have been navigating these uncharted and sometimes disquieting waters.
The Psychology of Wealth and Complex Family Dynamics
In this Sand Hill Video Series, Chief Wealth Manager Sara Craven will interview Marlis Jansen and Kjartan, Founders of Graddha, a consulting firm that helps families with substantial means understand and embrace wealth.
Don’t Miss the Boat on Gifting and Estate Tax Exemptions
In December 2017, Congress passed the Tax Cuts and Jobs Act (TCJA), creating a significant but temporary opportunity for high-net-worth individuals to transfer a portion of their wealth to heirs free of gift and estate tax.
GRATs are Great!
A GRAT may sound like a character from a Dr. Seuss book, but in reality, it is a great estate planning tool for clients with large estates who are concerned about paying gift and estate taxes. A Grantor Retained
A Guide to Navigating the Financial Planning Landscape
Although equity markets are down significantly from their highs just a month ago, there are various personal financial planning strategies that could warrant immediate attention.
The Proper Way to Name a Minor as Your IRA Beneficiary
One of the more common requests we hear from clients is their preference to name their minor children as IRA beneficiaries. Unfortunately, minors are legally unable to own property, and therefore cannot inherit
Keeping the Family Home After Divorce
Many critical decisions faced during the divorce process require an equal measure of legal, financial, and emotional consideration.
The Importance of the Family Meeting
Can You Trust Your Trustee?
In the simplest of terms, a trust is a financial arrangement that allows another person, known as the trustee, to hold assets for the well-being of a beneficiary. There are many benefits to creating a trust:
Can You Trust Your Trustee?
In the simplest of terms, a trust is a financial arrangement that allows another person, known as the trustee, to hold assets for the well-being of a beneficiary. There are many benefits to creating a trust: privacy, control, legacy protection and tax savings.
Estate Planning for Your Digital Assets
As our lives are increasingly spent online from bill pay, to email and blogs to Facebook and Instagram, have you thought about what happens to your digital assets when you die?
