Charitable Lead Trust
What is a charitable giving technique that doubles as a wealth transfer technique to avoid estate taxes and at the same time works especially well in a low-interest rate environment…
Options to Protect Special Property
Think of a unique piece of property. Maybe it’s a plot of land you own that is situated perfectly to be added to the Badger Mountain trail system. Maybe it’s…
The Donor Advised Fund
Donor Advised Funds have gained in popularity in recent years. They provide an easy way to facilitate charitable giving, they can increase tax savings, and they can be creatively employed…
The Invisible Hand Steering Education: The Education Trust
Of course, there are many options available to pay for the education of a loved one. There are direct gifts, state-sponsored 529 plans, and educational savings accounts, to name a…
2A90HFY Senior grandparents playing with grandchildren and having fun with family
The Private Family Foundation
Financially successful individuals often contemplate the highest and best use of their assets. In some cases, those same individuals have decided that the natural objects of their bounty (i.e. the…
Front view of businessman receiving award from businesswoman in front of business professionals applauding at business seminar in office building
Business Sale Strategy: Gift of Appreciated Stock to Charity followed by Sale
If you are a business owner that: (1) is looking towards succession planning and the option of selling your interest in a business; (2) has inclinations towards charitable giving; and…
Step-Up in Tax Basis at Death
At death, there is a little-known tax benefit that the federal government provides. It is an adjustment to tax basis and it can have a profound effect on the taxation…
Simplifying Life and Administration after Life
Above all else, two issues impact the complexity and time and cost of the administration of a person’s estate more than the rest: the assets and the heirs. One of…
Preparing for College – Funding with a 529 College Savings Plan or a Testamentary Trust?
At this time of year when high school students apply to the colleges of their dreams and matriculates return to their studies, it is important to consider your own situation…
Business Succession Strategy – Gift followed by a Redemption
Let’s assume that the patriarch of a local manufacturing business is ready to determine the best way to transition ownership of the business to his daughter. The patriarch, John, and…
