Life insurance—it’s one of those categories of wealth management that’s commonly viewed as plain vanilla and a bit dull, or even as one of life’s big annoyances.
Life Insurance Fundamentals It Pays to Know Read More »
The vast majority of people with $25 million or more of net worth are worried that their heirs may waste the money they inherit someday.
Here’s How the Ultra-Wealthy Set Their Heirs Up for Success Read More »
Affluent families often pay close attention to their investable assets, looking for ways to both protect and grow wealth.
Five Ways Homeowners May Be Putting Their Wealth and Well-Being at Risk Read More »
In the first episode of the “Lessons in Legacy” podcast from Santori & Peters, President, Ryan Neupaver sits down with his father, Al Neupaver, a former CEO and Navy Veteran, whose journey spans from the United States Naval Academy to the nuclear submarine force, and later, leading companies at Amatec and WABTEC.
Lessons in Legacy Podcast Episode 01 – Al Neupaver Read More »
Online social media influencers have discovered the world of finance—and they’re doing their best to get your attention so they can tell you what to do with your wealth.
Be Wary of Social Media ‘Fin-Fluencers’ Read More »
Estate planning—the process for how you transfer your wealth to heirs and others—can be very important for anyone who wants to be certain that their loved ones are adequately provided for and taken care of. When done well, estate planning aims both to allow you to pass on your assets as you see fit and to minimize the state and federal tax bite that often accompanies the transfer of significant wealth.
When It’s Time To Update Your Estate Plan Read More »
Surprises on our birthday can make for truly special, wonderful moments. But when it comes to surprises about our finances? Yeah, not so much.
It’s possible, of course, to receive terrific unexpected news that you’ve just inherited a fortune or that the early-stage company you invested in a few years ago has become a unicorn. But let’s face it: Surprises about our money and assets typically aren’t occasions for throwing a party.
Don’t Let These Financial Surprises Trip You Up Read More »
Key Takeaways: Understand the basics of how premarital assets are viewed versus postmarital assets. Prenups can make sense if you have children from a previous marriage. A domestic asset protection trust can give you certain benefits of both a revocable trust and an irrevocable trust. Marriage is one of life’s biggest milestones. Unfortunately, for many
Safeguarding Assets from an Ex-Spouse Read More »
Key Takeaways: Your ability to make smart financial decisions may start to decline sooner than you think. Have important conversations with family and trusted advisors about your wants and needs for your senior years as soon as possible Get legal documents in order and updated while you’re still considered “of sound mind.” As we age,
Smart Money Moves to Make While You’re Still Mentally Sharp Read More »
Key Takeaways: The lack of a solid succession plan can easily result in family conflicts that hurt the company. If the decision is to keep the family enterprise in the hands of the family, then a succession plan is needed. Many owners of family businesses want to create a family dynasty involving the company. If
Family Business Succession: An Overview for Owners and Heirs Read More »
