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Estate Planning

rising stock market

How the Stepped-Up Cost Basis Can Benefit Your Heirs

Categories: Estate PlanningWealth Management

Capital gains taxes can limit the money left to heirs after selling off stocks. Learn how the stepped-up cost basis rule reduces these taxes.

The Risks Involved in Maintaining Intergenerational Wealth

Categories: Estate PlanningWealth Management

A history of wealth is no guarantee that it will survive the next generation. Know the risks to create more durable assets. The greatest wealth transfer in history is afoot. The next decade will see around $68 trillion passed from one…

Ways to Minimize Taxation on Highly Appreciated Assets

Categories: Estate PlanningWealth Management

Capital gains taxes can take a massive bite out of the returns on highly appreciated assets. Capital gains, of course, are the amount by which…

The Benefits and Challenges of Estate Equalization

Categories: Estate PlanningLife Insurance Solutions

Estate distributions are about more than money and assets—and wealthy individuals may find it difficult to form a long-term strategy that’s fair to everyone.

Dynasty Trusts and Multi-Generational Planning Can Help Future-Proof Wealth

Categories: Estate PlanningWealth Management

It’s a sad reality that estrangement and divorce can sour relationships with loved ones and impact family wealth. Taxes can also significantly impact…

How to Minimize the Effects of the GST Tax

Categories: Estate PlanningWealth Management

The Generation-Skipping Tax Exemption and Maximizing Wealth Preservation The ability to provide a financial gift to future generations is one of the most satisfying benefits of wealth. It pays to know how to make that gesture while…

The Generation-Skipping Tax Exemption and Maximizing Wealth Preservation

Categories: Estate PlanningWealth Management

It’s important to understand the GST tax (Generation-Skipping Transfer tax) in the context of the Tax Cuts and Jobs Act (TCJA). Since it’s passing, the TCJA has led to significant changes…

Estate Planning Opportunities with the TCJA: Gift Tax Exemptions

Categories: Estate PlanningWealth Management

People with large estates have an unprecedented – but temporary – opportunity to transfer a substantial amount of wealth to their loved ones without incurring transfer taxes. Lindberg & Ripple reveals why families should take advantage of these higher gift tax limits now for estate planning.

Inbound U.S. Tax Planning with Life Insurance

Categories: Estate PlanningLife Insurance SolutionsWealth Management

The Issue: U.S. Worldwide Income and Transfer Taxation.
The primary issue faced by wealthy non-U.S. residents immigrating to the U.S. is that the U.S. taxes its residents on their worldwide income and estates. For such clients, the prospect of paying U.S. taxes on family wealth earned entirely outside the U.S. prior to immigration is a tough pill to swallow.

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