Dynasty Trust
The dynasty trust enables families to protect and accumulate wealth, unlike any other planning technique.
Grantor Retained Annuity Trust (GRAT)
Gift the future growth of assets, potentially free of gift and estate tax, while retaining for yourself the initial value as an annuity stream.
Spousal Limited Access Trust (SLAT)
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.
Selecting an Executor
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.
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.