It is important to reiterate that even though today’s economic environment does not fit the definition of stagflation at this time, there are still market and growth risks associated with higher inflation.
After a dormant summer, we think investors could get another chance at cyclical outperformance. But buyer beware, this outperformance could be relatively short-lived as the economic and monetary policy cycle progresses. So as we often say with cyclical investing: we’re here for a good time, not a long time.
Ways & Means weighs in on Biden Tax Proposals, with significant changes.
For cross-border families, the U.S. is actually one of the world’s great tax-havens.
Changing your domicile to another state may cut your taxes, but the state you leave may not let it go so easily.
If you want to place an asset in trust for your children, but don’t personally need or want to draw an annuity from it, you may like the idea of that asset providing an annuity to a charity instead. This is the role of the Charitable Lead Annuity Trust. In…
Doing well by doing good: Convert low-basis holdings into a tax-favored income stream and a tax-deductible charitable gift.
The dynasty trust enables families to protect and accumulate wealth, unlike any other planning technique.
Gift the future growth of assets, potentially free of gift and estate tax, while retaining for yourself the initial value as an annuity stream.
Remove over $23 million from your taxable estate while effectively retaining the use of those assets for your family, protecting them from creditors, possibly for perpetuity.
It’s one of the most important assignments any of us will ever make – and the one that’s hardest to fix if we get it wrong.
Living in a city like New York tends to force-feed you certain life lessons. Some are narrow, like 600 square feet is exceedingly spacious, while others are broad, like change is the only constant.