Advice and Perspectives

Fieldpoint insights give our clients a periodic, in-depth look at how we approach complex, contemporary wealth management strategies.

Planning Bulletin: The Biden Tax Proposals – Chapter 2

Transfer Taxes with a Side of Capital Gain! The Problem In our previous Planning Bulletin, The Biden Tax Proposals Chapter 1, we focused on the Biden administration’s proposal to both increase the long term capital gains rate and make it retroactive to the month of April. In this “Chapter 2,”…

Planning Bulletin: The Biden Tax Proposals – Chapter 1

Capital Gains Tax Increase Retroactive – Can He Get Away With It? Recently, the Biden Administration released its fiscal 2022 budget request to Congress, along with a “Green Book” providing detail on the income tax proposals. On the personal income tax side, it reiterated and expanded upon proposals previously made…

Charitable Lead Annuity Trust (CLAT)

If you want to place an asset in trust for your children, but don’t personally need or want to draw an annuity from it, you may like the idea of that asset providing an annuity to a charity instead. This is the role of the Charitable Lead Annuity Trust. In…

Dynasty Trust

The dynasty trust enables families to protect and accumulate wealth, unlike any other planning technique.

Spousal Limited Access Trust (SLAT)

Remove over $23 million from your taxable estate while effectively retaining the use of those assets for your family, protecting them from creditors, possibly for perpetuity.