Fieldpoint Private to Sponsor CNN 9/11 Anniversary Remembrance
‘Shine a Light’ calls on Americans to express tribute and gratitude through service to one another.
U.S. Tax Strategies For Cross-border Families
For cross-border families, the U.S. is actually one of the world’s great tax-havens.
State of Change: Changing Your Domicile to Another State
Changing your domicile to another state may cut your taxes, but the state you leave may not let it go so easily.
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…
Charitable Remainder Unitrust (CRUT)
Doing well by doing good: Convert low-basis holdings into a tax-favored income stream and a tax-deductible charitable gift.
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.