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For example, an advisor may think of "risk management" in terms of life and property insurance coverage, whereas HNW clients may instead think of tax and estate-planning strategies as asset protection measures – particularly for the future wealth of their heirs.
Strategic charitableplanning can involve various forms of giving, each with distinct tax implications: Cash Donations : Direct contributions are straightforward and offer immediate tax deductions up to 60% of your adjusted gross income (AGI). These trusts offer substantial tax advantages and can play a crucial role in estateplanning.
Believe it or not, what most people get when it comes to creating the traditional financial plan is someone else’s idea of what your values should be! Unfortunately, financial planning has been way out of reach for many Americans. I believe everyone should have an estateplan that reflects one’s current values.
A good example took place in 2012; at the time we helped many clients prepare for anticipated changes to policy regarding taxes on asset transfers. But in 2016, there are no such policy reasons driving us to action in advance of a specific planning deadline. If there were, we might recommend bigger steps, as we have in the past.
These planning opportunities are driven primarily by four factors: Materially lower market values for publicly traded securities, and a likely downturn in valuations of real estate and other illiquid assets. GIFT AND ESTATE TAX PLANNING Outright Gifting. tax code that are not permanent.
These planning opportunities are driven primarily by four factors: Materially lower market values for publicly traded securities, and a likely downturn in valuations of real estate and other illiquid assets. GIFT AND ESTATE TAX PLANNING. tax code that are not permanent. Outright Gifting.
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