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Trump Accounts 101
In this post, we’ll explain what Trump Accounts are, how they work, and how parents might think about them as part of a broader financial plan.
Growing Together: Anna & Steve’s Equity Compensation Journey Through the Milestones
Read about how Anna and Steve’s equity compensation journey evolved through their different milestones, and how Alfred’s advice evolved with them at different stages of life
Building a Life, Not Just a Portfolio: A Plus-Level Client’s Equity Compensation Journey
Read about how a former SVP at Palantir navigated equity compensation, home buying, and career changes with her trusted advisor, Alfred, for over 10 years.
Guide to Gifting Rules for Parents
In this post, we will summarize what qualifies as a gift, strategies for maximizing your gift’s impact, and key considerations when assisting your children financially at different points of their lives.
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.