Not all wealth management strategies are built alike—and why should they be? A truly effective wealth management strategy must be designed to meet both your current and future financial goals —and these are as unique as you are.  If you’re a high-earning individual looking to develop a strategic wealth management plan for your assets, you …

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Digital estate plans are an increasingly important element of the estate planning process. In this whitepaper, we’ll outline the definitions, considerations, and steps necessary to create a digital estate plan. Introduction: Defining Digital Assets Before developing a digital estate plan, it’s critical to have a solid understanding of what digital assets are. Broadly speaking, a …

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If you’ve been successful in accumulating financial resources, you may want to leave some of your wealth to family members to help provide for their futures. Transferring your wealth to family members may afford them financial opportunities they would not have without your generosity. However, a genuinely effective intergenerational transfer of wealth requires the design …

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If you come from a long line of generational wealth, new laws may change your succession plan. In the past, the rules for succession planning for families have stayed relatively the same. Previously, when the original owner of a property or asset died, the asset would be passed down to an heir and they would …

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With a potential tax increase coming for higher earners, it’s essential to know what you can do to make sure that you and your business are in the best position to navigate it successfully. There are a number of different components involved in a potential tax increase, but whether it affects you positively or negatively …

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When you invest a significant amount of time, energy, and money into your business, you want to make sure that the values you created will be upheld when you’re gone. Many people don’t want to think about succession planning, but this is not the route you should take. By doing succession planning for your business, …

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For most people, succession planning can represent a significant obstacle. You might be organized in your professional life, but when it comes to financial and succession planning, you may find yourself wondering, “Am I doing enough?”  According to our CEO, Eric Rigby, the most challenging part of succession planning is getting started, and as Benjamin …

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Many businesses suffered significant losses due to the COVID-19 pandemic; some have been unable to generate revenue at all. As of December 27, 2020, the U.S. Small Business Administration (SBA) established a grant program designed to help small businesses either stay in business or return to operations. This program has allocated $15 billion in grants …

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