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
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
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
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
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
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
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
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.
Learn Tax and Other Advantages of Charitable Giving
For many wealthy individuals, giving to charity is gift enough in itself. They may not be aware that their goodwill can also contribute toward retirement.
Direct giving or donations through IRAs, charitable trusts, or other models can be an excellent way to enjoy tax deductions and the contentment of helping others through a qualifying organization of your choice.
Inbound U.S. Tax Planning with Life Insurance
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.