Estate Planning: Understanding Charitable Remainder Trusts
How to Secure a Lifetime Income, Save Taxes & Benefit a Charity
Since 1969, countless families have used charitable remainder trusts (CRTs)
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Third-Party
Jun 27, 20201 min read
The Balance: Protection for Beneficiaries Using Discretionary Lifetime Trusts
A discretionary lifetime trust provides asset protection by creating a legal barrier between the property it holds and a beneficiary's credi
Third-Party
Jun 4, 20205 min read
COVID- Resources June 5, 2020
Below please find our bi-weekly compilation of the best information we have come across over the last two weeks.
Third-Party
May 4, 20201 min read
Denha & Associates: The Hybrid DAPT
A primary estate planning goal for most people is to hold on to as much of their wealth as possible to pass on to their children and other l
Third-Party
Feb 1, 20201 min read
Are You Prepared for the Exit?
As a business owner, you work hard to keep your business growing and staying ahead of the competition.
Third-Party
Jan 7, 20201 min read
Alliance Trust Company: Nevada Incomplete Non-Grantor Trust
Nevada is known for having favorable asset protection laws, which attracts wealthy families from all over the world who are always looking f
Third-Party
May 1, 20191 min read
Financial Poise: Eliminating State Income Taxes With a NING Trust
How Non-Grantor Trusts Help Protect Your Assets from State Income Tax
Third-Party
Apr 30, 20191 min read
Inheritance Equalization: Distributing Assets Fairly and Equitably
When Creating Your Estate Plan…you may find you have assets that are illiquid or aren’t easily divided among your heirs.
Third-Party
Apr 1, 20191 min read
Estate Planning: The Spousal Lifetime Access Trust
If You Have Significant Assets… and need to create a tax-efficient approach for transferring wealth, life insurance may enable you to leave
Third-Party
Mar 13, 20191 min read
Fidelity: Deferred compensation plans: 5 things to know
NQDC plans allow executives to defer a much larger portion of their compensation, and to defer taxes on the money until the deferral is paid
Third-Party
Feb 1, 20192 min read
Business Valuation: A Resource for Business Owners
As a business owner, you may already know…that the foundation of many sound business strategies — as well as many aspects of personal planni
Third-Party
Feb 1, 20191 min read
Stock Redemption Plans for S Corporations - Friend or Foe?
Numerous closely-held businesses operate a S corporations because of the many tax advantages this type of entity provides its owners/shareho
Third-Party
Feb 1, 20191 min read
Business Valuation: Book Value is NOT Fair Market Value
As a closely held business owner, you should already know that the value of your business is an important factor that is considered in many
Third-Party
Feb 1, 20191 min read
Business Continuation: Funding Your Buy-Sell Agreement
You've spent years creating a significant financial interest in your business and a buy-sell agreement is an important fundamental step to h
Third-Party
Feb 1, 20191 min read
Business Continuation: Why Your Business Needs a Buy-Sell Agreement
If you’re like many successful business owners, the longevity of your company is a primary concern for you.
Third-Party
Feb 1, 20191 min read
Business Succession and Estate Planning with an ESOP
As the owner of a privately held corporation, you’ve worked long and hard to build up the business and make it a success.
Third-Party
Oct 1, 20181 min read
Phantom Stock: A retirement Benefit Solution for Key Employees
If Your Business has Top Performers You’d Like to Reward…but you don’t want to relinquish equity in your company, there’s a solution you may
Third-Party
Oct 1, 20181 min read
Premium Financing: The Value of Choice, The Power of Credit
Guardian’s Premium Financing Platform is supported by alliances with strong, reputable
lending institutions that have continued to extend cr
Third-Party
Jul 31, 20181 min read
Advanced Planning: The benefits of a Note Sale to an Intentionally Defective Grantor Trust
If you have a large asset… you’d like to transfer out of your estate, minimizing estate taxes may be a top priority for you.
William Combs
Jun 5, 20187 min read
Letter to Investors: July 2018
Our mid-year recap and outlook for the remainder of 2018.
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