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How to Manage Concentrated Stock Positions Wealth Planning

How to Manage Concentrated Stock Positions

Don’t Put All Your Eggs in One Basket When a single stock is more than 10% of your total investable assets, it often means that you’ve had good fortune—an inheritance,…
AdvicePeriod
AdvicePeriodOctober 19, 2023
Navigating Medicare’s Coverage Gaps Wealth Planning

Navigating Medicare’s Coverage Gaps

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…
AdvicePeriod
AdvicePeriodSeptember 21, 2023
Spousal Trusts: Safeguarding Your Partner’s Future Estate Planning

Spousal Trusts: Safeguarding Your Partner’s Future

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…
AdvicePeriod
AdvicePeriodSeptember 21, 2023
How a “Defective” Trust Can Benefit You and Your Heirs Estate PlanningRetirement Planning

How a “Defective” Trust Can Benefit You and Your Heirs

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…
AdvicePeriod
AdvicePeriodAugust 15, 2023
How to Choose a Trustee to Manage Your Wealth Transfer Estate PlanningRetirement Planning

How to Choose a Trustee to Manage Your Wealth Transfer

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…
AdvicePeriod
AdvicePeriodAugust 15, 2023
Retiring Early? Strategies for Funding Health Care Retirement Planning

Retiring Early? Strategies for Funding Health Care

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.…
AdvicePeriod
AdvicePeriodJuly 17, 2023
Plan Ahead: Create a Retirement Account Withdrawal Strategy Estate PlanningRetirement Planning

Plan Ahead: Create a Retirement Account Withdrawal Strategy

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…
AdvicePeriod
AdvicePeriodJuly 17, 2023
How Divorce is Different for the Wealthy Estate Planning

How Divorce is Different for the Wealthy

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,…
AdvicePeriod
AdvicePeriodJune 20, 2023
Number of Millionaires Choosing to Rent vs. Own Triples Worth Sharing

Number of Millionaires Choosing to Rent vs. Own Triples

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…
AdvicePeriod
AdvicePeriodJune 20, 2023
Discover 10 Proactive, Year-Round Tax Reduction Strategies Tax Reduction StrategyTaxes

Discover 10 Proactive, Year-Round Tax Reduction Strategies

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,…
AdvicePeriod
AdvicePeriodMay 9, 2023
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