Wealth Planning

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 [...]

Navigating the complexities of wealth management often involves strategic moves to optimize tax efficiency. Two such strategies, Downstreaming and Upstreaming, are approaches to managing [...]

Intra-family loans have long been used as an effective planning tool to help families achieve specific goals. These goals can be more pointed, such as helping a family member buy a home or [...]

Start the new year by leveraging the latest 401(k) plan changes to enhance your retirement planning! A notable change for 2024 is the increased contribution limit, offering a greater opportunity [...]