- Annual inflation-indexing continues to increase the historically high lifetime exemption amount for gift, estate, and generation-skipping transfer taxes. Those of considerable wealth who have not yet made gifts, such as...more
9/29/2020
/ Asset Management ,
Capital Gains Tax ,
Estate Planning ,
Estate Tax ,
Generation-Skipping Transfer ,
Gift Tax ,
Gifts ,
Grantor Trusts ,
Income Taxes ,
Promissory Notes ,
Qualified Small Business Stock ,
Sale of Assets ,
Stocks ,
Tax Deferral ,
Tax Exemptions ,
Tax Planning ,
Transfer Taxes ,
Trusts ,
Wealth Management
Wineries and vineyards are unique assets to consider when crafting personal financial, estate and business succession plans for clients, both of which are crucial components of wealth management....more
2/26/2019
/ Estate Planning ,
Estate Tax ,
Family Businesses ,
Financial Planning ,
Gift Tax ,
Goodwill ,
Succession Planning ,
Transfer of Assets ,
Trusts ,
Vinyards ,
Wealth Management ,
Wineries
Harnessing the energy and ambition that tends to surface at the start of a new year, now may be a good time to consider your personal estate and business succession planning.
Developing a plan for the future of your winery...more
High net worth families often utilize family entity structures, such as limited partnerships or limited liability companies, in order to provide for the coordinated management of family assets and move wealth to younger...more