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A new federal proposal was recently passed by the House and is under consideration by the Senate Finance Committee. It may significantly reshape the estate planning landscape for high-net-worth families. If enacted, this legislation would permanently raise the federal estate tax exemption to $15 million per individual or $30 million
Artificial Intelligence chatbots can be very helpful, but it is important to know where to draw the line when it comes to sharing personal information. While many AI systems are designed with privacy in mind, it is always a good practice to be cautious. Here is a list of things
Corporate executives often face a unique financial landscape that is shaped by concentrated stock positions, deferred compensation plans, and ever-changing tax implications. While the role demands constant focus on business performance, personal financial life requires just as much strategic oversight. At Gryphon Financial Partners, we work closely with executives to
For many investors, a tax refund isn’t life-changing, but it can still be a smart opportunity to strengthen your financial plan. Consider putting your return to work in one of these strategic ways: Reinvest It Thoughtfully Use your return to bolster your portfolio. Whether it’s rebalancing asset classes, increasing exposure
When markets correct, it’s not just about staying invested—it’s about staying prepared. For high-net-worth retirees, a severe market correction can disrupt income streams, alter long-term planning assumptions, and create liquidity stress—particularly when private investments and capital calls are involved. Smart retirees don’t wait for volatility. They plan for it. These
For many families, funding a child’s education is a top priority. With tuition costs continuing to rise, 529 plans offer a tax-advantaged vehicle to grow and transfer wealth while ensuring future educational needs are met. While many assume 529 plans are just for families needing help saving for college, they
At the beginning of November, the IRS announced its new updated limits for retirement savings. Disclosures: This material is provided by Gryphon Financial Partners, LLC (“Gryphon”) for informational purposes only. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any
Many of us still have unclaimed funds held with the government. These funds include things like: By law, if businesses can’t find you, they have to turn that money over to the government. It is estimated that one-in-seven Americans have some unclaimed funds. Ohio and 47 other states partner with
The end of the year is a good time to review the following financial items as well as make needed adjustments. As always do not hesitate to reach us for specific discussions. Disclosures: This material is provided by Gryphon Financial Partners, LLC (“Gryphon”) for informational purposes only. It is not
Many of us are surprised by the amount of paperwork we still seem to accumulate. Here’s a recommendation of what documents you should keep and for approximately how long. Keep for less than a year: ATM receipts, bank deposit slips, receipts of everyday purchases, bank statements, and utility bills should
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