At Lindberg & Ripple, we believe that true wealth extends beyond financial success—it’s also about…
Navigating 2024 Legislative Changes: A Guide for High Net Worth Individuals
Each year ushers in legislative and regulatory adjustments that impact key financial planning areas, such as retirement account contribution limits, tax brackets, Roth IRA…
The Importance of Proactive Cash Planning in Today’s Financial Landscape
In the ever-evolving financial landscape, cash management has become a critical aspect of wealth preservation and growth. With banks and…
Why Your Business Needs A Strong Employee Retirement Plan To Grow
In today’s competitive business environment, attracting and retaining top talent is paramount. Offering a comprehensive employee benefits package, including a robust retirement plan…
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…
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.