Medicare can be a valuable asset even for wealthy households: The government insurance program covers up to 80% of eligible expenses. But while basic Medicare covers things like doctor visits…
AdvicePeriodSeptember 21, 2023
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Transferring assets between spouses at the time of one spouse’s death should be a simple matter. Unfortunately, potential estate tax implications, creditor claims and probate proceedings can make the process…
AdvicePeriodSeptember 21, 2023
Wealthy individuals are all very different, but when it comes to estate planning, they tend to share a few common goals: Minimizing transfer taxes, maximizing the value of assets passed…
AdvicePeriodAugust 15, 2023
Trusts are a strategic way to pass significant assets to your heirs. They can ensure privacy, minimize estate taxes, provide control over how assets are distributed and more. But the…
AdvicePeriodAugust 15, 2023
For many, early retirement is an important life goal. But even if you don’t miss your work once you step away, you might miss the convenience of employer-sponsored health care.…
AdvicePeriodJuly 17, 2023
As you plan ahead for retirement, you’ll want to work with your wealth advisor on a tax-efficient strategy for withdrawing income from various retirement accounts. One of the first steps…
AdvicePeriodJuly 17, 2023
Divorce is always painful, but for the wealthy, calling it quits can be especially complex from a financial standpoint. High-net-worth couples must assign valuations to substantial assets—which might include businesses,…
AdvicePeriodJune 20, 2023
Homeownership has long been considered part of the American dream—a symbol of stability, security and accomplishment. That’s why it’s perhaps more than a little surprising that the Americans most able…
AdvicePeriodJune 20, 2023
With tax season behind you, it may be the last thing you want to think about, but working on tax reduction strategies now could pay off next year. In fact,…
AdvicePeriodMay 9, 2023
