Wealth Management
Post Archive
Your Guide to Grantor Retained Annuity Trusts (GRATs): A Thoughtful Way to Minimize Estate Tax
Imagine a family with a sizable net worth. They’ve worked hard for their money and want to make sure that every cent possible is passed to their children without being subject to burdensome estate taxes. At the same time, they need to make sure they have enough money to cover their needs. This is a…
Read MoreYour Guide to the Donor-Advised Fund: A Powerful Tool for Charitable Giving
Many of our clients are passionate about charitable causes while also maximizing the tax benefits of their giving. If this matches your philosophy, then a Donor-Advised Fund (DAF) is a powerful tool for your arsenal. In this post, we’ll explore some of the specifics of a DAF and when this strategy may come in handy.…
Read MoreIt’s Time to Earn More Interest on Your Cash
I have a confession to make. Every time I look at my bank statement, I feel cheated. Remember being taught about compound interest and savings as a child? Put some money in the bank, earn interest, and the money grows. Well, that stopped happening around the time of the 2008 Great Recession when interest rates…
Read MoreOur 2022 Review of the Best Financial Advisors in the DC/MD/VA Area
Occasionally we meet with potential clients and it’s just not the right fit. Perhaps our wealth management philosophies are not aligned, or after establishing a net worth statement they don’t meet our $2 million of investable assets minimum. There are many types of financial advisors, Glassman Wealth isn’t right for everyone—and that’s okay! We’re committed…
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