6/6/25
Estate Planning for High Net Worth Families Estate planning for high net worth families isn’t just about deciding who gets what. It’s about minimizing taxes,...
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5/25/25
A practical guide to passing down wealth, values, and vision (without leaving your family with a mess). Legacy planning strategies are financial and legal techniques...
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5/12/25
Tax planning for high-net-worth individuals isn’t just about minimizing taxes for the year. It’s about creating a lifelong strategy that takes into account complex income...
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5/5/25
Looking for tax strategies to help your family keep more of your wealth? This guide covers the advanced strategies that matter. When your net worth...
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4/7/25
Market volatility often grabs headlines, creating confusion and concern among investors. Recently, tariffs have once again moved into the spotlight, triggering questions about their impact...
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4/6/25
Tariffs have made headlines, influencing markets and creating uncertainty for investors. Specifically, the tariffs introduced during President Trump’s administration significantly impacted the U.S. economy and...
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4/3/25
With recent market turbulence driven by renewed tariffs similar to those seen during the Trump administration, many investors may feel tempted to sell their investments....
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3/2/25
Understanding Private Placement Life Insurance High net worth individuals (HNWI) face unique financial challenges, including tax efficiency, estate planning, and wealth preservation. Private placement life...
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3/1/25
Are you looking for a smart way to support the causes you care about while maximizing your family’s long-term wealth? If you’re a high-net-worth individual...
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2/28/25
When it comes to safeguarding your wealth for future generations, few strategies are as effective and flexible as a family limited partnership (FLP). Designed to...
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2/24/25
Paying taxes is inevitable, but overpaying doesn’t have to be. With thoughtful planning and the right mix of tactics, high net worth individuals and everyday...
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2/23/25
When you retire, you want the freedom to enjoy the lifestyle you’ve worked so hard to achieve. But in helping tens of thousands of retirees...
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2/22/25
When you’re in a high tax bracket, every dollar you earn is subject to an elevated tax rate—which can take a substantial bite out of...
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2/21/25
Everyone wants to build a strong financial foundation—but often our everyday habits can undermine our long-term success. By breaking these habits, you can set yourself...
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2/20/25
A Spousal Lifetime Access Trust (SLAT) can be a powerful tool in estate planning—especially for high-net-worth couples concerned about future changes to the federal estate...
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2/19/25
If you and your spouse are looking for ways to protect your wealth and preserve your legacy, a Spousal Lifetime Access Trust (SLAT) might be...
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2/17/25
The retirement planning process relies heavily on Social Security as a vital component. Once you grasp the fundamentals of Social Security, you will be able...
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2/16/25
Tax laws will undergo significant changes starting next year. So the upcoming year provides valuable insight into current tax rates, which makes it necessary to...
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2/15/25
Perpetual trusts, including qualified perpetual trusts and dynasty trusts, provide a means to transfer assets to your beneficiaries through time. At Falcon Wealth Planning, we...
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2/14/25
Family wealth protection and growth over time make dynasty trusts an important estate planning tool. They are created for the purpose of supporting your assets’...
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