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

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 9, 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

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

March 1, 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.

Capital Gains and Your Taxes: A Brief (But Important) Guide

January 31, 2023 Balancing Act Years Next Chapter Years Tax Planning By Advisor Mike Baum High Net Worth

Did you sell a home, car, or other valuables last year? You could be subject to capital gains taxes. Here's what to know and how to minimize the impact.

How to Minimize Taxes While Transferring Wealth

January 31, 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.

5 Myths About Generational Wealth You've Likely Heard

January 2, 2023 Balancing Act Years Next Chapter Years Estate Planning Financial Planning By Advisor Laurence Hale High Net Worth

Preserving wealth for generations to come is no easy feat, but there are some assumptions that just aren't true.

Giving the Gift of Inheritance

December 1, 2022 Next Chapter Years Estate Planning By Advisor Laurence Hale High Net Worth

One of the most common financial goals people have is to set their children up for long-term financial success. For many, this involves establishing inheritances. Use these tips to help you start determining how to best distribute your assets.

Equity Compensation: A Guide for High-Level Executives

October 3, 2022 Business Executives Financial Planning By Advisor Jim Zahansky High Net Worth

If you’re a high-level executive (or are just stepping into the role), you likely have been offered equity compensation. Here's what you should know about this form of compensation, and how to maximize it.