Filter By Category
- About DiversiFi 15
- Advanced Financial Strategies 23
- Budgeting 11
- Client Story 6
- Equity Compensation 31
- Estate Planning 12
- Financial Scams 1
- Getting Married 4
- Going Through an IPO 4
- Growing Your Family 5
- Home Buying 9
- Insurance 2
- Investing 49
- Job Change 4
- Planning For Retirement 6
- Real Estate 5
- Tax 28
Search the Blog:
Money Moves: A CRUT Strategy for Diversifying Concentrated Stock
In this post, we explore how a CRUT strategy works, who it’s designed for, and how investors can use it to diversify appreciated assets while generating income and supporting charitable giving.
8 Disadvantages of Probate
In this post, we dive into eight disadvantages of probate that should make you consider alternative options for passing on your assets.
12 Strategies if You’re Above the Estate Tax Exemption
For families whose estates exceed the lifetime estate tax exemption, here are 12 strategies to consider for minimizing estate tax costs.
Tax Hack: Charitable Remainder Trusts Explained
In this post, we will explain what Charitable Remainder Trusts are, how they work, their benefits, drawbacks, and the different types available.
12 Potential Pitfalls of Not Having a Comprehensive Estate Plan
Not having a comprehensive estate plan can lead to a range of potential downsides, impacting not only the distribution of your assets but also the well-being of your loved ones after your passing. In this post, we share 12 potential downsides to not having a comprehensive estate plan.
9 Tips for Estate Planning as a Homeowner
Estate planning helps you avoid costly probate, minimizes tax burdens, and protects your home. In this post, we share 9 tips for estate planning as a homeowner.
9 Considerations for Estate Planning for Parents
Estate planning as a parent involves unique considerations to ensure the well-being and financial security of your children, especially if they are minors or have special needs. In this post, we share 9 considerations when estate planning for parents.
7 Tips for Estate Planning for Married Couples
Couples embarking on the journey of estate planning face a myriad of decisions that can profoundly impact their financial legacy. In this guide, we explore 7 nuanced strategies and considerations essential to effective estate planning for married couples.
Common Estate Plan Obstacles & How To Overcome Them
Estate planning can seem overwhelming, which is why we work with families to help them set their estate planning up for success. Learn more about obstacles others face and how to overcome them when estate planning!
Estate Planning 101
A comprehensive estate plan is essential for ensuring that your assets and wishes are properly managed and distributed after your death or in the event of incapacitation. Learn more about what you need to know regarding estate planning!
Maximizing Impact: The Role of Donor-Advised Funds in Your Charitable Giving Strategy
Donor-Advised Funds (DAFs) have emerged as a powerful tool for charitable giving. But what makes DAFs particularly appealing for stock-based compensation professionals? Let's dive in!
9 Charitable Giving Strategies for Year-End
Charitable giving is not just an act of generosity—it's also a savvy financial strategy. Learn about some tips to maximize your charitable impact before the year's end.