Overview. Tax-free compounding can be amazing, especially when (1) tax-favored Grantor Trusts use (2) tax-favored split-dollar loans to fund (3) tax-free life insurance. This article discusses...
Category: Estate Planning Articles (2022)
Various factors are considered in developing an estate plan. What are the client’s goals? What is the family situation like? Which types of assets does the client hold, and what is the value...
Something Old is Something New: Realizing the Value of Your Grandmother’s Gems
Whether you have inherited a single piece of jewelry or an entire collection, there has never been a better time to sell at auction. Driven by client demand and limited supply, the prices of high...
The 1986 John Hughes-directed comedy, Ferris Bueller’s Day Off, chronicles a day in the life of a fly-by-the-seat-of-his pants teenager, Ferris. A high school senior confronting the final...
Minimizing Estate Tax on Vacation Homes and other Out-of-State Personal Assets
You have moved from a high-income-taxed state but left a vacation home behind. If you’re like most taxpayers with homes in multiple states, you’ve strategically planned with your advisors...
Since spring 2020, the COVID-19 pandemic has brought dramatic changes to the collectible assets market. Comic books, video games and sports cards have suddenly jumped in value, along with more...