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...
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 attack...
The 2020 Election is Coming: What Should I Do?
As the election nears, many investors are attempting to predict how the market will react to a Trump or Biden victory. The two candidates have vastly...
Strategies for a Low Interest Rate Environment
The Federal Reserve plans to keep interest rates low until at least 2023, in this article we offer six financial planning strategies that benefit...