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What Will Your Legacy Be? Transferring Wealth to the Next Generation

Wondering what to consider when transferring your wealth to your children and grandchildren? Amy is pointing out some things to think about when planning your legacy.
By Amy Sbrusch, Tax Manager “All good men and women must take responsibility to create legacies that will take the next generation to a level we could only imagine.”  ~ Jim… https://www.weinsteinspira.com/blog/2019/04/what-will-your-legacy-be-transferring-wealth-next-generation/

Tip of the Iceberg: Wealth Transfer Tools for Setting Future Generations up for Financial Success

How can you provide your children, and their children, with financial stability now or when you’re no longer here? What wealth transfer strategies are best for your family? Unfortunately, we can’t give you all the answers in the context of one blog post. …
How can you provide your children, and their children, with financial stability now or when you’re no longer here? What wealth transfer strategies are best for your family?… https://www.weinsteinspira.com/blog/2017/11/tip-iceberg-wealth-transfer-tools-setting-future-generations-financial-success/

Year-End Tax Strategies to Set Your Family Office Up for Success in 2018 and Beyond

Already thinking about next year’s tax deadline? Believe it or not, now may be the best time to do just that! Family office accounting can be incredibly cumbersome, as it involves coordination between various entities and individuals.
Already thinking about next year’s tax deadline? Believe it or not, now may be the best time to do just that! Family office accounting can be incredibly cumbersome, as it involves… https://www.weinsteinspira.com/blog/2017/11/year-end-tax-strategies-set-your-family-office-success-2018-and-beyond/

Two Money-Management Lessons for Heirs: Quantify and Qualify

In estate planning and the transfer of wealth, there are various financial tools to help the next generation “test the waters” of sound money management, including trusts and partnerships. At some point, however, the heirs take over and the risk of erro…
In estate planning and the transfer of wealth, there are various financial tools to help the next generation “test the waters” of sound money management, including trusts and… https://www.weinsteinspira.com/blog/2017/06/two-secrets-successful-heirs-quantify-and-qualify/