Estate Insights

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Wealth Preservation Across Generations: Financial Planning Strategies

For most of our clients, multi-generational wealth transfer is a top-of-mind priority. When done well, wealth transfers create outsized impact for both heirs and charity while providing you with the peace of mind that your wishes are followed.
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The Most Powerful Questions to Ask A Financial Advisor (for High Net Worth Investors)

The relationship with your financial advisor should be one of transparency and trust. These questions are not just information-gathering tools — they are conversation starters that reveal your advisor’s thought process, values, and ability to address your unique financial goals.
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Greenspring Advisors Financial Planning Insights

What is an Irrevocable Life Insurance Trust (ILIT)?

A guide to how Irrevocable Life Insurance Trusts (ILITs) work, their role in estate planning, and important limitations.
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QCD Rules and Regulations for Tax-Efficient Charitable Giving

How qualified charitable distributions can help IRA holders over 70½ years old manage tax expenses while giving to important causes.
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Donor Advised Funds Offer a Flexible Tool for Estate Planning

Why using a Donor Advised Fund can offer valuable flexibility compared to naming a charity directly in your estate documents.
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Greenspring Advisors Financial Planning Insights

Tax Considerations and Strategies for New York Estate Planning

An overview of the New York estate tax, exemptions, and strategies for avoiding excessive tax payments.
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Greenspring Advisors Financial Planning Insights

To Millennials & Beyond: How Financial Advisors Can Help with Your Estate Planning

According to Trust & Will, 62% of millennials don’t have a will or trust. Are you a part of that group? If so, here is why it is important to be prepared and how Greenspring can help.
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An LGBTQ+ Couple’s Guide to Tax, Estate, and Legacy Planning

Tax, estate, and legacy planning for the LGBTQ+ community can be complex, regardless of whether you decide marriage is right for you.  But with the right knowledge and guidance, you can navigate these challenges successfully.  By staying informed, working with experienced professionals, and proactively planning for your future, you can protect your assets, safeguard your loved ones, and ensure your wishes are respected. 
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Greenspring Advisors Financial Planning Insights

Should We Get Married? An LGBTQ+ Couple’s Comprehensive Guide to Estate Planning

Twenty years ago, America’s first state-sanctioned same-sex marriage took place in Massachusetts. New research from the Rand organization suggests that the legalization of same-sex marriage has been broadly positive for gay and straight Americans alike. In fact, in states that legalized same-sex marriage, LGBTQ+ people showed higher levels of health insurance coverage, higher earnings, and greater rates of home ownership (WSJ). However, issues persist. There are still many situations, like adoption, second-parent adoption, and recognition of non-married partners, that require careful consideration and urgent attention. So, whether LGBTQ+ or not, married or not, it is imperative you prioritize your tax and estate planning so your wishes are met and executed.
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