Private Wealth
Private Foundation Grants: Expenditure Responsibility
Determine when expenditure responsibility applies, perform a proportionate pre-grant inquiry, write the grant agreement, collect reports, and preserve the Form 990-PF file.
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The Archive
300 guides · page 2 of 13
Private Wealth
Private Foundation Self-Dealing: A Family Checklist
Identify disqualified persons, screen family-foundation transactions, document permitted arrangements, and correct a potential self-dealing act promptly.
Home
Private Well Water: A Testing and Treatment Plan
Manage a private well with certified laboratory testing, local contaminant guidance, inspection, treatment verification, flood response, records, and safe drinking-water decisions.
Home
Professional Home Energy Assessment: From Test to Scope
Commission a home energy assessment with independent testing, combustion-safety review, prioritized improvements, measured results, and a durable project record.
Home
Radon Testing and Mitigation: A Home Record
Build a documented radon testing and mitigation plan with qualified professionals, correct test conditions, post-work verification, and durable property records.
Home
Residential Elevator Safety: Inspection and Service
Build a residential elevator safety plan around identification, qualified inspection, recalls, door gaps, emergency communication, service records, and guest rules.
Home
Residential Pool and Spa Safety: Layers That Work
Audit a residential pool or spa using isolation barriers, gates, covers, alarms, supervision, drain safety, rescue equipment, maintenance, and an emergency plan.
Living Well
Returning to Driving After a Loss: A Calm, Evidence-Based Plan
Rebuild confidence behind the wheel with a staged driving plan, medication review, safety checks, professional assessment, and a transport backup.
Money
How to Review a Hospital Bill Before You Pay It
Match the bill to the insurer's explanation, identify duplicate or unexpected charges, preserve appeal deadlines, and use the correct federal billing protection.
Home
Septic System Inspection and Maintenance
Manage a septic system with permit records, qualified inspection, evidence-based pumping, drainfield protection, failure response, and a clear maintenance log.
Home
Storing Art and Collections: A Preservation Plan
Protect art and collections with inventories, condition records, stable environments, safe racks and housings, security, disaster planning, and qualified conservation advice.
Living Well
Travelling with Jewellery and Valuables Without Creating a New Risk
Decide what should travel, document prior ownership, check customs and insurance terms, carry valuables securely, and prepare a loss-response file.
Home
Water Leak Detection: Sensors and Shutoff Planning
Design a water-leak response with point sensors, whole-home flow monitoring, tested shutoff controls, plumbing review, alerts, and a documented recovery plan.
Home
Whole-Home Fire Protection: Alarms, Escape, and Sprinklers
Audit a large home's fire protection by mapping hazards, alarms, sprinklers, escape routes, accessibility, household roles, inspections, and post-renovation changes.
Home
Wildfire Readiness: Evacuation and Smoke Planning
Prepare a wildfire plan for alerts, early evacuation, household roles, animals, gates, clean indoor air, essential records, insurance, and safe reentry.
Private Wealth
The $15 Million Estate-Tax Exemption and Portability in 2026
How the 2026 federal estate-tax exclusion interacts with a late spouse's unused exclusion, taxable gifts, remarriage, GST planning, and state estate tax.
Private Wealth
Living With a Credit Shelter Trust: HEMS, Taxes and Basis
How a credit shelter trust works for the widow who lives with it: the funding formula, HEMS payouts, the trustee, 2026 trust tax brackets, basis, and portability.
Private Wealth
QTIP Trusts for a Surviving Spouse: Income, Control and Tax
A 2026 guide to QTIP trusts from the surviving spouse's side: lifetime income, principal access, the Form 706 election, estate inclusion, basis and tax recovery.
Private Wealth
How to Read a Trust as a Beneficiary: Rights, Powers and Tax
Read a trust from the beneficiary's chair: distribution standards, powers of appointment, 5-and-5 rights, trustee reports, fees, K-1s, and when to hire your own lawyer.
Private Wealth
Corporate Trustee vs. Individual Trustee: How to Choose
Compare a family trustee with a bank or trust company, including duties, fees, conflicts, succession, directed trusts, removal powers, and deposit insurance.
Private Wealth
Family Offices: Services, Costs, and Alternatives
Single-family office, multi-family office, or a coordinated team: what each does, how the SEC treats it, how costs are built, and how to choose by complexity.
Private Wealth
Private Banking: Benefits, Limits, and Costs
What a private bank provides, where its conflicts sit, how a loan against your portfolio can force sales, and how FDIC and SIPC protection differ.
Private Wealth
Inherited Private Investments: Consent, Capital Calls, and Tax
What an inherited private fund interest asks of you: partner consent, capital calls, lock-ups, investor status, estate valuation, late K-1s, and UBTI in an IRA.
Private Wealth
Equity Compensation After a Spouse Dies: Options, RSUs and 409A
Post-death exercise windows, vesting at death, the ISO relief in section 421(c), 409A deferred pay, ESPP shares, and how final pay is reported, in one deadline table.