by Shiree Hirsch | Apr 20, 2026 | Navigating Key Milestones
Estate Planning That Protects Your Family and Preserves Your Legacy Estate planning can feel overwhelming—but it doesn’t have to be. At Nicollet Investment Management, we combine deep expertise with a modern, planning-first approach to make the process clear,...
by Shiree Hirsch | Mar 15, 2026 | Navigating Key Milestones
Protecting and Growing Your Legacy in Minnesota Receiving a significant inheritance can be life-changing — bringing both opportunity and responsibility. Whether it consists of cash, investments, real estate, retirement accounts, or a family business, a large windfall...
by Shiree Hirsch | Feb 20, 2026 | Navigating Key Milestones
How a $100,000 Gift Affects College Financial Aid in 2026 Grandparents often want to help fund their grandchildren’s future — whether for college or other life milestones. With the annual gift tax exclusion at $19,000 per recipient in 2026 ($38,000 for married...
by Shiree Hirsch | Jan 15, 2026 | Navigating Key Milestones
What Is a “Liquidity Moat”? For families whose wealth is primarily tied to a closely held private business, a liquidity moat is a dedicated, conservatively managed portfolio of publicly traded securities. Typical holdings include U.S. Treasuries, high-quality...
by Shiree Hirsch | Dec 16, 2025 | Navigating Key Milestones
A Practical Guide from Nicollet Investment Management, Inc. Divorce represents one of life’s most significant transitions — emotionally, legally, and financially. Beyond the personal challenges, it often triggers immediate and long-term financial shifts that can...
by Shiree Hirsch | Nov 15, 2025 | Navigating Key Milestones
Estate Planning That Protects Your Family and Preserves Your Legacy Estate planning can feel overwhelming — but it doesn’t have to be. At Nicollet Investment Management, we combine deep expertise with a modern, planning-first approach to make the process clear,...
