Tag: thevillagelibrary
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Step-Up in Basis: The $1M+ Tax Gift You Might Be Overlooking
If you’re sitting on decades of real estate appreciation, there’s a legal reset button in the tax code that can make your children’s entire capital gains bill disappear. It’s called a Step-Up in Basis — and most families aren’t using it correctly.
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What to Tell Your Kids About AI, Money, and the Future
The question isn’t whether your kids will use AI — they will. The question is whether they’ll be running the systems or displaced by them. Here’s how matriarchs are preparing the next generation.
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The Stealth Wealth Tool No One Talks About: Your HSA Strategy for 2026
The HSA isn’t just a medical account. It’s the only investment vehicle in the U.S. tax code that offers a triple tax advantage — and most high-net-worth families aren’t using it correctly.
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The Assets That Will Actually Hold Their Value in an AI World
AI can generate content, write code, and analyze markets in seconds. So what exactly is left for us to own? Here are the six assets that will hold — and grow — their value in an AI world.
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The ROI of the Multigenerational Villa: Why Your Family Legacy Depends on a Shared Table
Your most scarce resource isn’t money — it’s uninterrupted proximity. Here’s why the multigenerational villa stay is one of the highest-ROI investments a matriarch can make.
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Park City in the Off-Season: Our Spring Break at Pacaso Snowcrest
Most people think of Park City as a winter destination. But for the matriarch who views travel as an investment in family culture, the off-season offers something the ski season never can — presence over performance.
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The APOE4 Question: Why I’m Not Waiting for a Diagnosis to Protect My Brain
The APOE4 gene isn’t a guarantee — but it is a call to action. Here’s how I think about protecting my cognitive health using the same rigor I apply to managing family wealth.
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Billionaires Can Leave. You Can’t. Here’s What the California Wealth Tax Really Means.
When tech founders flee California, they take capital, jobs, and venture funding with them. Here’s what that actually means for the families who can’t just pick up and leave.
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Why Bitcoin Is Getting More Serious — And What HNW Families Should Understand
I’m not here to pitch Bitcoin. I’m here to share what I’m watching — and why families managing multi-generational wealth can no longer afford to ignore what’s happening to currency.
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AI Is Accelerating Everything. Here’s What That Actually Means for Your Family’s Wealth.
Everyone is talking about AI like it’s a rising tide that lifts all boats. Here’s the real version — what AI actually means for family wealth, real estate, and the next generation.
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The Family Finance Meeting Nobody Wants to Have (And Why You Need It Anyway)
Most families don’t talk about money until crisis forces them to. Here’s how to build the habit before you need it — and why it changes everything.
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The Letter Every Parent of Young Children Needs to Write
If something happened to both you and your spouse today, your designated guardian would step in to raise your children — but would they know how? A Letter of Intent to Guardians is your chance to tell them everything they need to know.