Rising rates spark interest in charitable remainder trusts -
If you wish to leave a charitable legacy while generating income during your lifetime, a charitable remainder trust (CRT) may be a viable solution. In addition...more
10/25/2022
/ Asset Management ,
Estate Claims ,
Estate Planning ,
Estate Tax ,
Inheritance ,
IRS ,
Life Insurance ,
Retirement Funds ,
Tax Planning ,
Trustees ,
Trusts ,
Wealth Management
Don’t overlook foreign assets when planning your estate -
You’d be surprised how often people fail to disclose foreign assets to their estate planning advisors. They assume that these assets aren’t relevant to their “U.S.”...more
6/2/2020
/ Asset Management ,
Beneficiary Designations ,
Charitable Deductions ,
Charitable Donations ,
Estate Planning ,
Estate Tax ,
Federal Taxes ,
Generation-Skipping Transfer ,
Gift Tax ,
Income Taxes ,
Tax Exemptions ,
Tax Planning ,
Trusts
Now or later -
When’s the right time to transfer your wealth? -
To gift or not to gift? It’s a deceptively complex question. The temporary doubling of the gift and estate tax exemption — to an inflation-adjusted...more
12/19/2019
/ Asset Management ,
Beneficiary Designations ,
Charitable Deductions ,
Charitable Donations ,
Estate Planning ,
Estate Tax ,
Federal Taxes ,
Generation-Skipping Transfer ,
Gift Tax ,
Income Taxes ,
Tax Exemptions ,
Tax Planning ,
Trusts
What’s a clawback ? and should you be worried about it?
By temporarily doubling the gift and estate tax exemption amount, the Tax Cuts and Jobs Act created an historic opportunity for affluent families to shelter wealth...more
10/4/2019
/ Art Collections ,
Clawbacks ,
Disabled Children ,
Elder Care ,
Elder Issues ,
Estate Planning ,
Estate Tax ,
Estate-Tax Exemption ,
Fine Art ,
Gift Tax ,
Gift-Tax Exemption ,
IRS ,
Proposed Regulation ,
Tax Cuts and Jobs Act ,
Tax Planning