The threat of tax increases and a reduction to the federal estate tax exemption is something high-net-worth families must consider when planning for wealth preservation. One strategy investors and family offices are increasingly relying on to prepare for an eventual…
With the end of the year around the corner, you have a limited amount of time to maximize your retirement savings opportunities in the most tax-efficient manner. Following are some steps to consider taking before December 31. Max out your…
Swap powers within intentionally defective grantor trusts (IDGTs) are critical estate planning tools that may help you improve tax efficiency today while allowing you to preserve wealth for future generations. An IDGT is an irrevocable trust that you, the grantor,…
