Charitable Giving Strategies for Entrepreneurs
Successfully founding and running a business not only creates personal financial stability and prosperity, but also provides entrepreneurs who are so...
Essential Estate Planning Documents & Considerations for Entrepreneurs
Do you want to protect your wealth, ensure your family is secure, and enjoy your retirement years with peace of mind? Have you considered...
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
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 now...
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
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, get...
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 abroad....
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
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 the...
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...