Kreitler Financial’s Latest Blog
Equip Your Team with Succession Planning Training
As a high-net-worth individual, you understand the importance of long-term planning and ensuring that your family’s future is secure. But...
Mergers and Acquisitions: A Strategic Exit Option
Are you a high-net-worth individual seeking a planned exit strategy for your company? The best answer might be mergers and acquisitions...
Family Trusts: Safeguard Your Legacy with Expert Guidance
Family is everything, and as we grow older, we often start thinking about how we can best provide for our loved ones after we’re...
Gift Tax in Business Succession: How to Navigate the Rules
Business succession planning is a critical aspect of any successful business. It involves planning for the transfer of ownership and...
Mutual Funds 101: What You Need to Know
Investing in the stock market can be overwhelming, especially if you have little or no past experience in financial markets. However, if...
What Types of Trusts Can Be Used for Estate Planning
Nobody really knows when it will ultimately be their time to go. This is why it is never too early to start thinking about developing a...
Documenting Your Family’s History for Future Generations
For future generations, having a written family history can be a priceless gift. Preserving your family's story—from its origins and...
Pension Options
When it comes to claiming a pension, choosing between taking lifetime income or a lump sum is a crucial and complicated decision. There is...
Who Should I Name as Trustee
A trustee is a crucial figure in managing and distributing assets held in trust for the benefit of the trust beneficiaries. The selection...
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