Wealth Planning

“Everyone needs estate planning, whether you have $2 or $200 million. Let’s just talk about what you need and why you need it.” In the latest episode of Grow Your Business & [...]

As we approach year end, this guide highlights essential financial considerations, offering actionable steps and practical advice to help secure your family’s financial well-being. Smart [...]

What’s your giving strategy for 2025? The new year signals fresh opportunities to give back—are you prepared? Director and Wealth Manager Luke B. Neumann, recently spoke with Crain Currency about [...]

The importance of Financial Education in Wealth Transfer Creating generational wealth involves more than just passing on financial assets. It’s about preparing the next generation to nurture [...]

Thinking about moving leftover 529 funds to a Roth IRA?   Director and Wealth Planner Tiffany Bell, CFP®, recently discussed this with Financial Advisor Magazine. Read the full article by [...]

“Planning opportunities will most certainly be missed if people are unaware of Qualified Small Business Stock (QSBS),” says Managing Director and Wealth Strategist Katherine M. Sheehan, J.D., [...]

Summer is coming to an end, which means it’s time for students to head back to school. At Crestwood, we aim to help our clients plan for their children’s future – including how to finance their [...]

The Tax Cuts and Jobs Act (TCJA) of 2017 significantly changed the U.S. tax code, impacting individuals and businesses. As we approach the potential sunset of many provisions at the end of 2025, [...]

By being thoughtful and strategic with your philanthropy, individuals can achieve their charitable goals while also being tax efficient and fostering future financial growth. Here, we explore [...]

In a recent Fabricating & Metalworking Magazine article Managing Director and Wealth Strategist Katherine M. Sheehan, J.D., AEP®, delves into the complexities of business succession planning [...]