Considerations When Selling Real Estate – Selling Your Primary Residence | Ep #68
When it comes time to sell your primary residence, it’s not just about setting the right price or finding a buyer. It’s about protecting your wealth, maximizing tax benefits, and ensuring your financial decisions are aligned with your long-term goals. In this episode of Protecting and Preserving Wealth, the Hosler Wealth Management team unpacks everything you need to know before putting your home on the market.
The Two Generation Tax-Free Legacy Plan™: Estate and Legacy Planning Series Part 6 of 6 | Ep #67
If you look ahead 10 years, do you believe tax rates in the United States will go down, stay the same, or go up?
It’s not a rhetorical question — it’s the foundation of smart legacy planning.
Charitable Giving and Charitable Legacies: Estate and Legacy Planning Series Part 5 of 6 | Ep #66
In the world of wealth management, estate planning is more than just dividing up assets — it’s about preserving your legacy and ensuring your beneficiaries receive the full benefit of what you’ve built.
Leaving Your Assets Tax Advantaged and Tax Free: Estate and Legacy Planning Series Part 4 of 6 | Ep #65
In the world of wealth management, estate planning is more than just dividing up assets — it’s about preserving your legacy and ensuring your beneficiaries receive the full benefit of what you’ve built.
Titling Your Assets Correctly: Estate & Legacy Planning Series Part 3 of 6 | Ep #64
Estate planning involves more than just creating a will or setting up a trust. One of the most overlooked but critical aspects of estate planning is proper asset titling.
Beneficiary Designations (cont.): Estate & Legacy Planning Series Part 2 of 6 | Ep #63
Did you know that beneficiary forms override wills and trusts for many financial accounts? In this episode of Protecting and Preserving Wealth, we dive into why updating your beneficiary designations is essential for estate planning success.
Beneficiary Designations: Estate and Legacy Planning Series Part 2 of 6 | Ep #62
In the second installment of our estate and legacy planning series, we highlight the critical role of beneficiary designations in securing and managing wealth.
Estate Planning Documents: Estate & Legacy Planning Series Part 1 of 6 | Ep #61
In this episode, we’re kicking off our six-part series on estate and legacy planning. We dive into the critical steps of preparing for the Great Wealth Transfer—an estimated $84 trillion passing to the next generation by 2045.
Mitigating Taxes In a Concentrated Stock Position | Ep #60
We dive into managing the challenges posed by concentrated stock positions. When individuals hold significant investments in a single stock, such as Apple, Nvidia, or Tesla, they may face considerable capital gains taxes and financial risk.
What To Expect From Trump’s Second Term – Part 2 | Ep #59
In Part 2, of What To Expect From Trump’s Second Term, we take an in-depth look at the potential economic consequences of a Trump administration, honing in on key areas such as interest rates, tax policy, government efficiency, and immigration.