The Swiss Army Knife of Wealth Transfer Techniques
The charitable remainder unitrust lets you defer capital gains tax on highly appreciated assets, make a meaningful gift to charity, and realize a tax-favored stream of income.
More Pain for the Gain
Learn about taxation under Biden’s “American Families Plan.”
Planning Bulletin: To Be, or Not to Be?
There are a number of moving parts, and a meaningful uncertainty factor, as well as timing urgency. Notwithstanding, if you have significant unrealized LTCG, whether or not you choose to take an action step, you need to understand the choices.
White Paper: What’s the Upside in a Downturn?
When interest rates and asset valuations fall together, the result for some is an unprecedented planning window. Today, as a consequence of the coronavirus and the resulting market and policy responses, we are seeing both.
White Paper: State of Change
Derek, Madonna and Martha are just three high-profile cases that represent the lengths the state of New York will go to in order to retain the tax revenue of people who try to leave.
White Paper: Liquidity Makes the World Go ‘Round
Over three decades of globalization, world nominal GDP expanded from $19 trillion to $89 trillion, a 4.5-fold increase.
Entitled!
Recently, we reviewed the estate plan of a Massachusetts client with a $50 million-plus estate. The estate plan was relatively simple and we had a lot of ideas to take it to the next level. But first things first.
White Paper: Squeezing the Stretch
On December 20, President Trump signed the SECURE Act. The new law, which applies to events occurring after 12/31/19, makes significant changes to the federal tax law around IRAs.
The Donor-Advised Foundation
Foundations are legal entities, requiring governance including a board of directors or trustees. At least 5% of the foundation’s assets must be distributed each year.
Intentionally Defective Grantor Trust (IDGT)
Shift future growth of assets out of your taxable estate by selling them into a trust, freezing their value for estate tax purposes, and minimizing the impact on your gift tax exclusion.