PRINT SHARE Share On Facebook Share On X Share On Linkedin Year-End Philanthropic & Charitable Reminders By Ben Barchilon, CPA Versant Capital Management’s holistic family office approach integrates investment portfolio strategies, wealth management, income tax...
PRINT SHARE Share On Facebook Share On X Share On Linkedin Tax & Financial Planning Strategic moves you can make before year-end 2025 By Ben Barchilon, CPA Versant Capital Management’s holistic family office approach integrates investment portfolio strategies,...
PRINT SHARE Share On Facebook Share On X Share On Linkedin Spousal Lifetime Access Trusts A Strategic Estate Planning Tool for Taxable Estates By Royce Ramey, CFA®, Co-Chief Executive Officer, Chief Investment Officer As an advisor working with ultra-high-net-worth...
PRINT SHARE Share On Facebook Share On X Share On Linkedin Choosing the Right Trustee, and Why it Matters By Royce Ramey, CFA®, Co-Chief Executive Officer Trusts are a powerful tool for families to transfer their wealth and help achieve other financial goals, such as...
PRINT SHARE Share On Facebook Share On X Share On Linkedin What the New Tax Legislation Could Mean for You One Big Beautiful Bill Act (OBBBA) Last week, Congress passed a comprehensive piece of tax legislation, referred to as the One Big Beautiful Bill Act (OBBBA)....
PRINT SHARE Share On Facebook Share On X Share On Linkedin Estate Planning Basics DOWNLOAD PDF An easy-to-understand introduction to help protect your assets and ensure your legacy. Estate planning is more than dividing assets—it’s creating a thoughtful strategy...
