Fieldpoint insights give our clients a periodic, in-depth view on issues affecting wealth, business and life.
The annual Fort Lauderdale International Boat Show wrapped up after five days of exhibits and attractions at the Bahia Mar Yachting Center. As the world’s largest in-water boat, attendees were able to meet with full field of exhibitors and a wide variety of vessels.
Global Finance’s Annual Awards Also Names Firm as Best Private Bank – Northeast.
Ways & Means weighs in on Biden Tax Proposals, with significant changes.
‘Shine a Light’ calls on Americans to express tribute and gratitude through service to one another.
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.