In this issue of Women & Wealth Magazine, we highlight several notable women business owners, entrepreneurs, and creators to watch in 2026, and pay homage to the achievements of women throughout 250 years of U.S. history. We also examine the benefits of spousal lifetime access trusts and discuss community and innovation in the theatre world with Mindy Dougherty Baiada.

Ali Hutchinson and Stacia Kroetz look at spousal lifetime access trusts – an estate planning strategy that may be the right fit for individuals who wish to transfer assets to others during life, but who also want to maintain access to the funds.

Senior Wealth Planner Stacia Kroetz addresses a common question we see clients wrestle with: Should I buy a house with my trust or other assets?

The tax benefits for investing in or founding certain startup businesses can be incredible. Not all investors or founders can take advantage of these benefits, but for those who can, millions of tax dollars can be saved – and with proper planning, potentially even more.

We provide strategies for making the most of your income and getting on the path toward achieving long-term financial growth, stability, and success.

As the new year approaches, it's time to prepare! This guide for key year-end planning considerations includes a checklist of essential income tax and estate planning actions and reminders for 2026.

In this issue of Women & Wealth Magazine, we speak with Dartmouth College President Dr. Sian Beilock on the secrets behind performing under pressure and take a closer look at what the results of our third annual Private Business Owner Survey reveal about planning for the future. We also discuss navigating the unique competitive advantages of a family business and how to make the most of annual board meetings.

Managing Director Mike McGrann explores the unique competitive advantages (and constraints) of family businesses and how they can be utilized to better compete in the marketplace.

Our third annual Private Business Owner Survey revealed that when it comes to business ownership, plans for the future are front of mind. This infographic takes a closer look at how owners are thinking about planning for their estates, succession, and legacies.

Dr. Sian Beilock, the first woman president of Dartmouth College and a leading expert in performance psychology, discusses performance under pressure and insights from her studies and work within that field.