Navigating Wealth Transfer: 7 Essential Strategies to Prepare for the Impending Sunset of the Gift and Estate Tax Exemptions
By Michelle Chapin, Managing Director, Wealth Strategy and Amanda Plonski, Managing Director, Wealth Advisor The current estate […]
Preparing for Cognitive Decline: 4 Ways to Protect Financial Assets
By Michelle Chapin, Managing Director of Wealth Strategy for Cresset It’s a sad reality for many families. […]
CTA: What You Need to Know About the Corporate Transparency Act, effective January 1, 2024
By Oleg Ikhelson, J.D., CPA, Managing Director, Head of Tax, and Vimala Snow, Managing Director, Head of […]
Board Of Directors Best Practices Guide
CEO Founders, Entrepreneurs, Business Owners Unlock the secrets to building a high performing board of directors and […]
Don’t Pay Taxes Twice on Stock Options: Protect Yourself From the ‘Double Tax Trap’
By Oleg Ikhelson, J.D., CPA, Managing Director, Head of Tax Navigating the complex landscape of stock option […]
Kids and Philanthropy: 6 Strategies to Get them Engaged
By Whitney Webb, Managing Director, Family Governance One of the most common frustrations we hear from philanthropic-minded […]
Aligning Values & Legacy Across Generations
Focus on the family side of legacy by explicitly stating your intentions, purpose, and long-term objectives. Listen […]
Private Placement Life Insurance
Discover the diverse avenues through which Private Placement Life Insurance (PPLI) can assist in tax mitigation and […]
Private Placement Life Insurance Guide
By Aidan Elliott, Director, Alternative Insurance Solutions with Ben Rainey of WealthPoint. Instead of investing in general […]
Legacy Planning for a Thriving Multi-Generational Family
What does legacy mean to you? At Cresset, we believe legacy planning is more than just transactions; […]
How to Choose an Estate Planning Attorney: 9 Questions to Ask
By Micah Miller, J.D., LL.M, Managing Director, Wealth Strategy Choosing the right estate planning attorney is important […]
Effective Family Communication is Key to Ensuring a Successful Transfer of Wealth
By Paul Tramontano, Executive Managing Director, Wealth Advisor Effective communication within a family is more than a […]
Weathering an Insurance “Perfect Storm”: 8 Tips for Navigating Property Insurance in Florida
It’s a perfect storm (pun fully intended). For property owners in Florida, this “storm” has been brewing […]
Incentives Drive Outcomes: The Advantages of Investing with Emerging Fund Managers
By David Karp, Co-Founder, Senior Managing Director Bigger is better, right? Not when incentives drive outcomes. Tiger […]
Weighing Risk as an Entrepreneur
True entrepreneurs possess the ability to recognize opportunities and potential rewards in situations that others might perceive […]
Estate Planning Checklist: What You Need to Know
An estate planning checklist is essential for anyone looking to develop an estate plan. And that should […]