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Planning

10 Tips to Prepare for an Acquisition

It's vital to prepare both your business and personal finances before an acquisition.
Organizing your business finances is only one part of preparing for an acquisition. Your personal finances will be impacted as well.

Ann Lucchesi

Senior Director

Planning

How High Earners Should Prepare for 2026 Tax Law Changes

There are several actions high-income earners can take today to help prepare for the upcoming 2026 tax law changes.
High-income earners still have time to make changes to adequately prepare for the milestone January 1, 2026, date.

Nerre Shuriah

JD, LLM, CM&AA | Senior Director of Wealth Planning

Retirement

How the SECURE Act Impacts Inherited IRAs

Rules for inherited IRAs can be tricky to navigate under the SECURE Act. Some beneficiaries must empty the account within 10 years. Find out if the rules apply to you.
Under the SECURE Act, rules for inherited IRAs can be tricky to navigate and have significant tax consequences.
Estate Planning

How to Handle Blended Family Estate Planning

Learn how certain strategies may help make estate planning for blended families easier to navigate.
Think carefully when choosing a power of attorney. People often name a spouse to act on their behalf in these matters, but in blended families, this could lead to conflict about who’s in charge.
Liquidity

10 Steps to a More Productive Liquidity Event

Follow these steps to be prepared to navigate a liquidity event while focusing on your current and future financial needs.
A liquidity event is an exciting time. As it approaches, it's a good idea to bring the focus back to your personal financial needs.

Ann Lucchesi

Senior Director

Business Owner Interest

Learn More About the QSBS Exemption

The QSBS exemption can potentially protect up to $10 million from federal taxes.
If you're a founder, angel investor or employee of a successful early-stage company, certain qualifications might help you protect up to $10 million from federal taxes.

Ann Lucchesi

Senior Director

Business Owner Interest

Tips for Personal Financial Planning Before an IPO

Consider these important questions about the benefits of pre-IPO planning and its impact on your personal financial goals.
If you're within 12 months of a possible initial public offering, or IPO, it's important to take steps towards attaining the best outcome for building your personal wealth.

Ann Lucchesi

Senior Director

Estate Planning

What Is a Trust?

A trust is a versatile financial planning tool that may help you achieve a variety of goals.
There are many types of trusts, each offering a distinct set of benefits.
Estate Planning

2 Key Wealth Transfer Guardrails for Heirs

Two types of trust provisions can establish guardrails for heirs and guide the spending of their inheritance.
If you're considering guardrails for your beneficiaries, the spendthrift and education trust provisions may provide peace of mind for you—and structured support for your beneficiaries.
Estate Planning

How to Minimize Estate Taxes With a Trust

For wealthy individuals, a trust could make a big difference in the amount of tax your estate will owe.
The current estate tax exemption threshold could fall by roughly half in 2026 unless Congress acts to extend the current levels.
Planning

Q2 2024 Quarterly Positioning

Patrick Nolan discusses the current market environment, portfolio positions and risk considerations for the second quarter.
Planning

Tips for Finding the Perfect Seasonal Residence

Ask yourself these questions before making a decision on a second home.
There are several factors to consider before adding a new property to your real estate portfolio.
Estate Planning

Providing for a Loved One With a Special Needs Trust

A special needs trust can help you provide a lifeline for a loved one who's unable to manage on their own.
There are things, like occupational therapies, that government programs like Medicaid provide that could be prohibitively expensive if you're paying for them personally.
Liquidity

Tips To Navigate Mortgages as an Entrepreneur

Learn these strategies to make home financing a simpler, smoother process as a business owner.
Tax implications are a key consideration when obtaining a new loan.
Planning

Is Private Banking Right For You?

Here are some of the benefits you can expect if you choose a private bank for your financial needs.
The essence of a private bank is reflected in the quality and longevity of the relationships it forges over time.
Planning

Q1 2024 Quarterly Positioning

Patrick Nolan discusses investment strategies for the first quarter and throughout 2024 to help navigate potential market challenges.

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