Wealth Transfer Strategies

Fieldpoint insights give our clients a periodic, in-depth view on issues affecting wealth, business and life.

Estate Says It Lacked Liquidity To Pay Taxes Without Loans

As appeared in “Tax Notes Today Federal,” April 16, 2023, by Erin McManus. The estate of a widow of a regional bank founder is challenging a $5.47 million estate tax deficiency arising from alleged additional unreported lifetime gifts and understated valuations, and from disallowed interest on loans to pay expenses. Carolyn…

elderly couple on beach

Life Insurance Premium Financing

Life insurance premium financing is not for everyone… but it may be for you Simply put, life insurance premium financing is a strategy where instead of using their own capital to pay the premiums, policyholders borrow the cost of the initial life insurance premiums from a lender. With sufficient collateral…

Charitable Lead Annuity Trust (CLAT)

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…


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