Be Wellthy Blog

Probate is often described as something to avoid in California without any further explanation of the reasons why. Let's unpack the "why."

We offer a snapshot of investments' performance, tackle client questions, and delve into the major themes dominating the news.

Stock option management can be a complex process. You may have a limited amount of time to exercise options before they expire.

Base salary, bonuses, and long-term incentives can hard reset your overall compensation.

Illiquid assets, integral to long-term financial ambitions and lifestyle, can't simply be liquidated without consequence. You must understand your options—particularly regarding the tax…

The intersection of profound grief and the practical demands of managing a loved one's estate can be an overwhelming experience.

The arrival of tax day often brings a wave of stress. Control the worry by taking charge of your tax season.

Many people have goals of transferring wealth during their lifetime—many do so by dispersing millions worth of gifts. But along with the gratitude…

Massachusetts voters approved a surtax on residents whose annual income exceeds $1 million. What can you do to mitigate it?