What Will Social Security’s Future Look Like?
Just as the baby boomer generation is reaching retirement, experts are expressing concern that they could be in for a surprise.
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: 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.
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.