Thoughtful planning and careful implementation are essential to a successful estate plan that preserves wealth in the most tax-efficient manner and fulfills a family’s personal objectives....more
- Annual inflation-indexing continues to increase the historically high lifetime exemption amount for gift, estate, and generation-skipping transfer taxes. Those of considerable wealth who have not yet made gifts, such as...more
9/29/2020
/ Asset Management ,
Capital Gains Tax ,
Estate Planning ,
Estate Tax ,
Generation-Skipping Transfer ,
Gift Tax ,
Gifts ,
Grantor Trusts ,
Income Taxes ,
Promissory Notes ,
Qualified Small Business Stock ,
Sale of Assets ,
Stocks ,
Tax Deferral ,
Tax Exemptions ,
Tax Planning ,
Transfer Taxes ,
Trusts ,
Wealth Management
High net worth families often utilize family entity structures, such as limited partnerships or limited liability companies, in order to provide for the coordinated management of family assets and move wealth to younger...more