When to Think About Charitable Remainder Unitrust Alternatives
For many individuals approaching estate planning, charitable giving is going to factor into the equation somehow. The most popular way of passing…
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Saving Taxes: Is a DING Trust Right For Me?
Like a lot of business planning strategies, it’s best that you meet with a legal professional to discuss the best tactics for…
Mid-Year Tax Planning Tips
While not much has come out in the first half of 2014 with regard to tax legislation, there are still some important…
Charitable Choices: Gifting Retirement Funds at Death
Are you thinking about making a gift to a charity on your death? It might be a better option to instead consider…
If It’s Good Enough for the Clintons, It’s Good Enough For You
The Clintons recently made the news simply for taking advantage of Estate Planning and financial planning strategies that maximize wealth and limit…
An S Corporation Tax Strategy: Can You Eliminate Current Income Taxes on Company Profits?
In a recent article by the Wall Street Journal, a potential possibility for limiting tax liability is being considered on the heels…
Do you feel lucky? What is a Quick Draw Buy-Sell Agreement?
Many business owners have a buy-sell arrangement set up for the future. It’s helpful to draw out these directions in advance, especially…
Loop Hole or Opportunity? High State Tax Residents Use Nevada and Delaware Trusts to Avoid Tax.
Today’s high net worth individuals are deeply sensitive to the risks they face with state income taxes. Since state income taxes can…
Where Not To Die, Part II
As we told you a week ago, in addition to federal estate taxes, state estate taxes form a crazy quilt of different…
Where Not To Die
Although the federal estate tax exemption has been raised to a generous $5.3 million, what about the states? The truth is that,…
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