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Trusts Part 3: SLATs and Asset Diversification Trusts, A Match Made in Heaven?
The scheduled sunsetting of the $14 million lifetime estate tax exemption presents a dilemma for some planners and clients. The dilemma is that many people with estates that will be taxable (when…
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Trusts Part 2: Revocable Trust for Non-Taxable Estates
You’ve probably heard of revocable living trusts, but do you know their history, or how they can be used to help clients avoid the Secure Act? In this post, we’ll walk you…
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Trusts Part 1: How Did Trusts Originate?
You’re probably quite familiar with trusts in your financial practice – but have you ever stopped to think about the origins of this financial instrument? Why do trusts exist, and why are…
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Big News on IRA and 401(k) Distributions at Death
Due to the IRS’ new regulations, your clients may be hit with a huge tax bill they didn’t expect. If you plan correctly, you have the opportunity to help clients avoid a…
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Nothing Runs Like a Deere – Should You Sell John Deere Stock?
John Deere is in the headlines because it has announced plans to eliminate about 600 jobs from three factories in the US.[1] This news attracted our attention, because we have seen selling…
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Money and the Making of America: The Secret Second Revolution
Happy (almost) Independence Day! We all know the Fourth of July as the date upon which the Founders signed the Declaration of Independence, the official beginning of the United States of America.[1]…
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Are Taxes Killing Your Compounding?
We were recently interviewed for a piece on CBS. We discussed the magic of compounding. Compounding is at the core of investing. One of the biggest enemies of compounding is taxes. Tax-Exempt…
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Tesla Without Musk? What Then?
When we last blogged about Tesla almost a year ago,[1] we advised “If Tesla won’t own the world, consider selling your shares.” Tesla was then trading at $269 per share. And since…
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Beware This “Abusive” Tax-Planning Trap; What to Do Instead
Recently we have talked to several advisors who have been pitched by promoters offering Deferred Sales Trusts – “DSTs” and Monetized Installment Sales – “MISTs.” Those are two names for basically the…
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Estate Exemption: Hidden AUM Opportunities
The lifetime estate tax exemption now is about $13.6 million for an individual and $27.2 million for a couple. Under current law, the exemption is scheduled to drop, about in half, on…
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