Want to read more? Sign Up For Our 7-Day Free Trial

Newsletter – September 2022

See What’s New in the WealthCAP HUB®

How Are Qualified Personal Residence Trusts Used To Transfer Interests In A Residence?

With interest rates rising – the Qualified Personal Residence Trust (QPRT) is one of the best estate planning strategies to consider for maximizing your gift tax exemption without having to use any of your portfolio assets while retaining the right to live in your home.

Evolution of Decision Making Complexity

Effective management of inherited family wealth requires formalizing the decision making process. As a wealth professional, understanding how the family stakeholders and dynamics inherently evolve over time enables you to elevate your advice beyond the family financial assets and deliver value with attention to family human relationships.

Knowing The Tools In Your Toolbox When It Comes To Divorce

Regardless of the circumstances, divorce is one of the most difficult of life's transitions. It is a process that is extremely hard from start to finish and further complicated by the many emotions involved. With guidance from our strategic partner, Heidi Webb – pioneer of the The Consilium® Process, understanding the options available may help you process the issues arising in a divorce and how best to channel the emotions associated with it in a productive way for all parties.

Activity: Return On Investment Calculations

Return on investment (ROI) is a performance measure used to evaluate the efficiency and/or profitability of an investment relative to the investment’s cost and is a useful metric when comparing the efficiency of a number of investments. This exercise will take you through several investment scenarios to gauge how the ROI may help guide you to make investment decisions.

Contact Us

Social Media

Content

Navigation

None of the content or services offered on or through the Website are, nor are intended to be, legal, tax, accounting, investment or other professional advice or a substitute for advice of an attorney, tax advisor, accountant, investment advisor or any other professional. You agree and acknowledge that the content and services offered on or through the Website are intended only as general information and is not intended to be, and should not be relied upon as, professional advice. If professional advice or other expert assistance is required, you should obtain the services of a competent, professional person, and not rely on information provided in the content or services as a substitute for such advice or assistance. No attorney-client relationship exists or shall be deemed to exist between you and the Company. The Company is not in the business of rendering personalized investment advice.