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Why A Will Isn't Enough: A Guide To Establishing A Trust

You don't have to have millions in the bank to benefit from establishing a trust. Find out more about this important legal tool and how it can benefit you.

Estate Planning Tips for Blended Families

August 2, 2023 Estate Planning By Advisor Leisl Cording High Net Worth

Do you have a blended family? Here is some helpful information on what estate planning might look like.

Estate Tax Changes Are Coming - 5 Ways to Prepare Now to Minimize Impact on Your Wealth

August 2, 2023 Estate Planning Tax Planning By Advisor Mike Baum High Net Worth

The estate tax exemption is set to be cut in half in 2026. Is your financial strategy prepared? Here are 5 key considerations.

6 Great Books for Young Investors

June 21, 2023 Balancing Act Years Next Chapter Years Investing By Advisor Leisl Cording High Net Worth

These 6 books will help young (and young at heart) investors understand what it means to be financially successful.

5 Steps to Managing an Inheritance for High-Net-Worth Individuals

May 31, 2023 Financial Planning By Advisor Leisl Cording High Net Worth

You may have spent decades accumulating a high net worth, but when it comes to handling a large inheritance, you may not have all of the answers.

Weiss, Hale & Zahansky Welcomes Daria Zalewska as Senior Associate, Paraplanner

April 13, 2023 WHZ News High Net Worth Women

Weiss, Hale & Zahansky Welcomes Daria Zalewska as Senior Associate, Paraplanner.

Generational Wealth Planning: A Guide to Growing and Protecting Your Wealth for Decades to Come

April 8, 2023 Next Chapter Years Estate Planning By Advisor Laurence Hale High Net Worth

About 70% of wealthy families lose their wealth by the second generation. Here's how to beat those odds.

WHZ's Leisl L. Cording Adds Certified Divorce Financial Analyst to Her Suite of Credentials

March 15, 2023 Balancing Act Years Next Chapter Years Financial Planning WHZ News By Advisor Leisl Cording High Net Worth Women Divorce

As a CDFA® professional, Cording has received specialized training to effectively help clients with divorce-related financial issues that will affect the rest of their lives.

How March Madness Is Like Investing

February 28, 2023 Balancing Act Years Next Chapter Years Business Owners Business Executives Investing By Advisor Jim Zahansky High Net Worth

March Madness is full of risk, reward, expectations... and a few lessons you can apply to the world of investing.

How to Minimize Taxes While Transferring Wealth

January 30, 2023 Balancing Act Years Next Chapter Years Estate Planning Financial Planning Tax Planning By Advisor Jim Zahansky High Net Worth

Whether you’re planning to pass down your estate to loved ones or you’ve just inherited one yourself, you should consider these important steps.