Blog

Essential Estate Planning Documents & Considerations for Entrepreneurs
Essential Estate Planning Documents & Considerations for Entrepreneurs

 

Weighing Income and Estate Tax Savings with Future Flexibility
Weighing Income and Estate Tax Savings with Future Flexibility

When someone with a concentrated stock position embarks on wealth transfer to future generations, a common strategy is to gift the stock to an...

Creative Use of Lifetime and GST Exemptions
Creative Use of Lifetime and GST Exemptions

When signed into law in 2017, the Tax Cuts and Jobs Act (TCJA) substantially changed the unified lifetime gift and estate tax exemption; there is...

Wealth Transfer Strategies: GRAT vs. IDIT
Wealth Transfer Strategies: GRAT vs. IDIT

In this article, we will focus on two strategies used to transfer appreciation outside of one’s taxable estate during life – the Grantor Retained...

The Hedge Fund Life Cycle and Why It Matters
The Hedge Fund Life Cycle and Why It Matters

Growing up, one of our family traditions was to order two plain cheese pies every Tuesday from a local pizzeria. The restaurant ran a “buy one,...

Engaging the Next Generation in Charitable Giving
Engaging the Next Generation in Charitable Giving

A common hope that many parents have is for their children to make a positive impact in society, whether it be within their own community or...

The “Who, What, Where, Why, and How” of Private Placement Life Insurance
The “Who, What, Where, Why, and How” of Private Placement Life Insurance

Who Should Consider A PPLI? Families with an allergy to income taxes and an appetite for tax-inefficient investments or investment strategies are...

Planning for a Liquidity Event
Planning for a Liquidity Event

If you are in the enviable position of having years of hard work pay off with an upcoming liquidity event, there is a lot to prepare for before...

Inheritance Planning: 5 Questions to Ask Before Leaving Money to Your Kids
Inheritance Planning: 5 Questions to Ask Before Leaving Money to Your Kids

As a parent, you want the absolute best for your children (and further descendants!), so it is normal to worry how the wealth you pass down will...

A Technology-Enabled Life Requires a Cybersecurity Mindset Shift
A Technology-Enabled Life Requires a Cybersecurity Mindset Shift

If you have an email account, online banking access, and smart devices such as doorbells, thermostats, or security cameras, then you are under...

1 2 3 4 5
... 7