Year-End Tax Strategy: Pairing a Roth Conversion With a DAF
A year-end tax planning strategy that may be just right for some clients facing the likelihood of increased income tax liability.
As Window Closes, 4 Key Points on Wealth Transfers
Because of the time required to design and implement a wealth transfer strategy, don’t let clients wait until the last minute.
Advisors, Use This Wealth Transfer Strategy While You Can
The Obama administration’s signals on what’s ahead for taxes in 2013 suggests that wealth managers should take advantage of GRATs now for those clients who need an efficient wealth transfer strategy.
What to Do Now to Minimize Wealth Transfer Tax
Despite the uncertainty of taxes in 2013, wealth managers can take advantage of current law to help clients transfer significant wealth this year with little or no tax.
Tax and Philanthropy Focus: Year-End Giving Made Easy
Last minute tax planning might very well include giving some wealth away, to your clients' benefit, and society's.
CLATs: A Leading Estate Planning Strategy for Wealthy Clients
Why a charitable lead annuity trust should be an integral piece of a tax-efficient wealth transfer plan in the current economic environment, and an example of how CLATs work.
Estate Planning: Time Running Out on $5 M Gift-Tax Exemption
Defective trusts are one way to implement an “estate freeze” that leverages the $5 million gift-tax exemption due to expire this year.
A Wealth Transfer Strategy to Consider Now
Make the lifetime gift in before the end of 2012 and more money will go to your heirs.
New Tax Law Offers Unprecedented Planning Opportunities
Wealth managers can help clients take advantage of this short, but clear, tax-planning window.
Estate Planning: A Trust for Your Personal Residence
When is wealth transfer using a personal residence part of a smart estate plan?