Nerd's Eye View
JANUARY 22, 2024
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.
Million Dollar Round Table (MDRT)
JULY 21, 2022
This is the time to do comprehensive financial planning: retirement planning, investment planning, tax planning and estate planning. Discuss more advanced estate planning, charitable planning and special family issues.
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Ballast Advisors
SEPTEMBER 5, 2024
Financial and Tax Benefits of Charitable Giving From a financial perspective, charitable giving offers significant tax benefits. Charitable Trusts: Setting up charitable remainder trusts (CRTs) or charitable lead trusts (CLTs) can provide income streams for you or your beneficiaries while eventually benefiting your chosen charities.
Robert B. Ritter Jr.
MAY 30, 2022
(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this Blog were created using the Loan-Based Split-dollar System and Wealthy and Wise®) Blog #221 follows up on Blog #220, which described coupling Premium Financing with Wealthy and Wise® to produce a powerful wealth planning concept called “Zero Estate Tax.”
Robert B. Ritter Jr.
APRIL 30, 2022
(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this blog were created using the Premium Financing System and Wealthy and Wise® ) This Blog describes combining our Premium Financing and Wealthy and Wise® Systems to produce a powerful wealth planning concept called “Zero Estate Tax,” Most clients prefer comparing their (..)
Envision Wealth Planning
MARCH 2, 2022
You may also choose to focus your charitable planning on organizations that promote your values around sustainability and climate change. You may do this with ongoing charitable contributions during your life and charitable planning at your death. Ready for a financial plan checkup?
Brown Advisory
JUNE 16, 2016
The rules for annual exclusion gifts let you gift up to $14,000 each year to an unlimited number of beneficiaries without gift tax liability and without chipping away at your estate tax exemption. These gifts should therefore be a cornerstone of your estate plan if your estate exceeds the applicable estate tax exemption (currently $5.45
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