Tag: estate planning
Avoid These Costly Financial Planning Mistakes
Financial planning is about proactively planning, investing and protecting your assets, but sometimes we introduce…
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Treasury’s Green Book: Individual, Capital Gains, and Estate Tax
The Treasury's "Green Book" provides more details on the Biden administration's individual tax proposals previously…
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Preparing for Potential Tax Increases Under the Biden Administration
Under the Biden Administration, the American Families Plan and other tax proposals may complicate the…
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Family Wealth Planning for Business Owners & Entrepreneurs
As a business owner or entrepreneur, you’ve always been rightfully focused on the financial vitality…
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Individual Tax Planning for 2021 and Beyond
As we start a new year, we wanted to share a few reminders of ways…
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Year-End Estate Planning Opportunities
Based on the expected makeup of the government next year, there are a number of…
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Year-End Tax Planning Under a Biden Presidency
Under a President Biden, significant tax law changes are possible, including as it relates to…
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Year-End Financial Planning Checklist
We highlight a few of the common themes, answer some frequent questions, and summarize steps…
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2020 Year-End Tax Planning for Individuals
As the year-end approaches, individuals, business owners and family offices should be reviewing their situations…
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Incomplete Non-Grantor (ING) Trusts for Effective Tax Planning
The incomplete non-grantor (ING) trust is a self-settled, asset protection trust that provides income tax…
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