5 Trust Strategies for High-Net-Worth Clients Facing Imminent Tax Law Changes
At EsqWealth, we know the thought of changing tax laws can make even the savviest investors feel like they’re playing financial dodgeball. With 2025 on the horizon, high-net-worth individuals are facing new tax challenges that could throw a wrench into their carefully crafted estate plans. The Trump-era tax cuts are set to expire, which could […]
Navigating Market Uncertainty During Election Years
With the U.S. Presidential election on the horizon, you might be wondering how different industries could fare depending on who wins. For instance, a shift in policy could benefit certain sectors like renewable energy if Democrats win, or boost defense and oil industries under Republican leadership. This thinking often leads to emotional, short-term investment decisions […]
Keep More of Your Tax Dollars by Partnering with a Financial Advisor
Welcome to EsqWealth’s guide on a topic that might not be as exciting as a rollercoaster ride, but can certainly save you a lot of money—tax planning! Let’s face it, tax planning isn’t just about gritting your teeth and filing those forms every April. No, it’s a year-round dance with the IRS, where the goal […]
Don’t Follow the Herd, Follow Your Financial Plan
At EsqWealth, we understand that the investment landscape is often influenced by the actions of others. It’s easy to get caught up in the excitement or fear that drives the masses. Imagine a flock of sheep deciding to follow the others up a hill because they’ve heard that the grass is greener just over the […]
Option Strategies to Keep Investment Gains from Falling
In the world of investing, protecting your hard-earned gains is just as crucial as growing your portfolio. One sophisticated strategy to preserve wealth involves using options. Whether you’re a seasoned investor or just starting out, understanding how to effectively utilize options can significantly impact your long-term financial success. The Intuitive Approach: Selling Your Positions At […]
Avoiding Family Discord: Insights from Tony Bennett’s Estate Lawsuit
A lawsuit filed last month involving the estate of the late Tony Bennett underscores the importance of meticulous estate planning to prevent family hostility, resentment, and discord. Bennett’s daughters, Antonia and Johanna, have accused their brother, Danny, of mishandling their father’s assets. As the trustee of Tony’s estate, Danny faces allegations of withholding information and […]
Enhancing Retirement Income and Security Through Strategic Rollovers
In the realm of retirement planning, one crucial decision often lies in the fate of your 401(k) plan. For many individuals, the question of what to do with their 401(k) upon retirement or a job change can be daunting. EsqWealth, in collaboration with Parsons Financial Network, led by Anthony J. Parsons with 30 years of […]
Should You Have A Family Financial Summit?
At EsqWealth, we understand the significance of family financial planning. That’s why a Family Financial Summit isn’t just a meeting—it’s a strategic session to align values, secure legacies, and nurture understanding among family members for generations to come. Few families have these types of meetings, and if they do, the conversations can be complex and […]
Treasury Bills/Bonds vs. Municipal Bonds: The High-Tax-Bracket Investor’s Grand Prix
Welcome to the EsqWealth Grand Prix, where high-net-worth investors race towards financial success. In this thrilling event, we have three high-performance vehicles on the track: tax-free municipal bonds, short-term Treasury bills, and long-term Treasury bonds. Each has its own strengths and weaknesses, and the choice of vehicle depends on the driver’s skill, strategy, conditions on […]
