Vantedge Wealth Management
  • Home
  • What We Do
    • Holistic Wealth Management
    • Our Process
    • Services
      • Financial Planning
      • Investment Planning
      • Tax Planning
      • Estate Planning Services
      • Retirement Income Planning
      • Business Owner Planning
  • About Us
    • Team Vantedge
    • Affiliations
    • Vantedge Plans
    • Blog
  • Engage
  • Client Portal
  • Contact Us

Estate Planning: Important Considerations Amid Political Uncertainty

Jun 6, 2025 | Estate Planning, Tax Planning

After a lifetime of working hard, saving diligently, and investing wisely, one of the key considerations is how to pass these assets to future generations. This is where estate planning comes in. While many investors rightly start by focusing on portfolio allocation...

Recent Posts

  • How a Weakening Dollar Affects Long-Term Investors
  • Estate Planning: Important Considerations Amid Political Uncertainty
  • Monthly Market Update for May 2025: A Positive Month Despite U.S. Debt Downgrade
  • What Debt, Deficits, and the Moody’s Downgrade Mean for Investors
  • Planning for Rising Health Care Costs and the Role of HSAs
Vantedge Wealth Management Logo
(760) 758-3702 | info@vantedgewealth.com | LinkedIn

The Financial Advisors at Vantedge Wealth Management are registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Vantedge Wealth Management, a registered investment advisor. Integrated Financial Partners and Vantedge Wealth Management are separate entities from LPL financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, ME, MA, NY, OH, OR, TN, TX, WA.

View the Firm ADV and Client Relationship Summary.

© 2025 Copyright Vantedge Wealth Management. All right reserved.