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On June 1, 2023, the United States Court of Appeals for the Ninth Circuit issued the decision Lee v. Fisher[1], which held that forum selection clauses in the bylaws of Delaware corporations were not void under the Securities Exchange Act’s (“Exchange Act”) anti-waiver provision[2].  However, tucked away in Lee is a discussion about whether a…

This article is reprinted with permission from Esq. Wealth Management, Inc. In my ongoing commitment to navigating the evolving landscape of wealth management, I regularly read articles from several financial publications including Barron’s Advisor, a leading publication designed to inform financial advisors. I recently read an article published on November 8, 2023 titled “Being Rich…

This article is reprinted with permission from Esq. Wealth Management, Inc. This article was inspired by a recent experience with a new client who is over 70 and is already retired. EsqWealth helped him increase his guaranteed lifetime monthly payments by thousands of dollars by exchanging an outdated annuity into a much more beneficial annuity…

This article is reprinted with permission from Esq. Wealth Management, Inc. After raising three children, I know first-hand that kids ask tough questions about money. Whether it was a 15-minute chat at bedtime or on a long road trip, I enjoyed these discussions. These teaching moments presented an opportunity to pass on life lessons about…

This article is reprinted with permission from Esq. Wealth Management, Inc. When it comes to preserving your hard-earned wealth and passing it on to your heirs, EsqWealth recommends proactive estate planning. It is not just a wise choice; it’s become an urgent necessity due to recent and expected changes in tax laws. Without proper planning,…

This article is reprinted with permission from Esq. Wealth Management, Inc. Whether you’re approaching retirement or planning for the years ahead, it’s crucial to take proactive steps to fortify your financial future. In this article, EsqWealth shares five quick strategies tailored to individuals with substantial assets, designed to maximize your wealth accumulation as you prepare…

This article is reprinted with permission from Esq. Wealth Management, Inc. In a recent conversation, a friend who is not a client shared a strategic decision he had made at the recommendation of his financial advisor: transferring his rental properties into an irrevocable trust for the benefit of his children, aiming to leverage their potentially…

This article is reprinted with permission from Esq. Wealth Management, Inc. In the ever-changing landscape of investment opportunities, building a successful portfolio requires a strategic approach that aligns with your financial goals and risk tolerance. One pivotal decision you’ll encounter on your investment journey is choosing between growth stocks and value stocks. These two distinct…