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...
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...
In this article, we will focus on two strategies used to transfer appreciation outside of one’s taxable estate during life – the Grantor Retained...
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...
8 Tips to Ensure High Net Worth Investors Get the Most Out of This Tax Season It’s that time of year again when high net worth clients and their...
Benefits, Risks and Getting Started with this Flexible Charitable Option for High Net Worth Investors High net worth investors have the ability to...
Transfer Wealth to Future Generations While Minimizing Tax Impact When used appropriately, a Grantor Retained Annuity Trust, or GRAT, is a powerful...
How High Net Worth Investors Can Have Their Cake and Eat It Too, with PPLI The increase in the estate exemption to $11.18m in 2018 has many Americans...
How the Grantor Retained Annuity Trust (GRAT) Helps High Net Worth Investors Transfer Assets Gifting wealth to the next generation is a wonderful way...
As we roll back the clocks and look forward to the holiday season, it’s important to give some thought to year-end financial planning to be sure that...
3 Key Considerations When Preparing to Sell the Family Business If you’ve owned and managed a business for any number of years, stepping out of that...