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.
Dynasty Trust
The dynasty trust enables families to protect and accumulate wealth, unlike any other planning technique.
Grantor Retained Annuity Trust (GRAT)
Gift the future growth of assets, potentially free of gift and estate tax, while retaining for yourself the initial value as an annuity stream.
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.
U.S. Tax Strategies For Cross-border Families
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…
State of Change: Changing Your Domicile to Another State
Changing your domicile to another state may cut your taxes, but the state you leave may not let it go so easily.