Tax Planning Advice: The Benefits of a GRAT—Benjamin Ledyard
Grantors can make a gift, utilize the exemption and receive income from the gifted asset using a GRAT strategy.
Tax Planning Advice: Give Multiple Ways With a Charitable Lead Annuity—Benjamin Ledyard
Clients can fulfill wishes to give to heirs as well as charities with a Charitable Lead Annuity Trust (CLAT).
Tax Planning Advice: Consider Transferring a Residence to a QPRT—Ben Ledyard
Transferring wealth through gift strategies is more attractive since the 2010 tax law raised the exemption.
Tax Planning Advice: Gift Assets Likely to Appreciate--Benjamin Ledyard
Pick assets that you can spare, are depressed and expected to appreciate for gift strategies.
Tax Planning Advice: 2010 Tax Law Gifting Strategies—Benjamin Ledyard
The 2010 Tax Act offers a tantalizing opportunity for wealth transfer through gift strategies. But it may sunset in two years.
23 Days of Tax Planning Advice: AdvisorOne Special Report
What advisors need to know, and remember, at tax time, and throughout the year, when it comes to tax planning for clients and for themselves.
Estate Tax Planning 101: ‘Call to Action’
Estate planning 101 applies to all clients. Guiding clients to get the right counsel is an important conversation to have and another reason for clients to value wealth managers’ services.
Estate Tax and Gift Plans Can Greatly Reduce Tax on Wealth Transfers
Strategies for transfer take advantage of the two-year tax window and a long-term plan.
? Benjamin Ledyard, a veteran wealth advisor and former managing director of the Wilmington Trust Company, has joined Silver Bridge Advisors. Ledyard will serve as...