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…

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