Charitable Remainder Unitrust (CRUT)
Doing well by doing good: Convert low-basis holdings into a tax-favored income stream and a tax-deductible charitable gift.
Fieldpoint insights give our clients a periodic, in-depth look at how we approach complex, contemporary wealth management strategies.
Doing well by doing good: Convert low-basis holdings into a tax-favored income stream and a tax-deductible charitable gift.
The dynasty trust enables families to protect and accumulate wealth, unlike any other planning technique.
Gift the future growth of assets, potentially free of gift and estate tax, while retaining for yourself the initial value as an annuity stream.
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.
f you are an American citizen of means, you probably consider taxes to be one of your primary financial concerns and put considerable effort into making sure you are not paying more than you have to. So the following statement might shock you: The United States is a tax haven. The…
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