AdvicePeriod, Author at AdvicePeriod

Estate Planning

SLATs: A Marriage of Tax Benefits and Flexibility

An irrevocable trust can be a powerful estate planning tool, allowing households to reduce estate tax liabilities, shelter assets from lawsuits and control how and when family wealth is distributed…

AdvicePeriodOctober 16, 2024

Monthly Market Commentary

October 2024 Market Commentary

Please find our most recent market review below. We hope these perspectives are valuable to you. - The AdvicePeriod Team The Fed Pivot The Fed cuts by 50 basis points…

AdvicePeriodOctober 8, 2024

Charitable Giving

Charitable Giving Strategies: Preserving Wealth While Making a Difference

Members of high-net-worth households frequently have complex planning goals. Making an impact through philanthropy is often a high priority. Additionally, they are looking to reduce both income and estate taxes…

AdvicePeriodSeptember 16, 2024

Estate Planning

GRATs: Understanding a Popular Estate Planning Strategy

For wealthy families, asset growth can be expensive: Every dollar of appreciation above the estate-tax exemption limit ($13,610,000 per individual for 20241) is subject to a hefty federal estate tax…

AdvicePeriodSeptember 16, 2024

Monthly Market Commentary

September 2024 Market Commentary

Please find our most recent market review below. We hope these perspectives are valuable to you. - The AdvicePeriod Team Real Estate Getting a Boost From Lower Rates Broad market…

AdvicePeriodSeptember 9, 2024

Estate Planning

IDGTs: A Versatile Estate Planning Tool

Irrevocable trusts are great tools for estate planning. They can help grantors reduce the size of their taxable estate, protect assets from creditors and lawsuits and control when and how…

AdvicePeriodAugust 20, 2024

Estate Planning

The Importance of Estate Planning for Business Owners

Estate planning is crucial for individuals: It can help ensure their assets are distributed according to their wishes, that tax burdens for heirs are minimized, that dependents are cared for…

AdvicePeriodAugust 20, 2024

Monthly Market Commentary

August 2024 Market Commentary

Please find our most recent market review below. We hope these perspectives are valuable to you. - The AdvicePeriod Team Rate Cuts in View and “The Great Rotation” Volatility is…

AdvicePeriodAugust 7, 2024

Investing

Getting Paid for Uncertainty: The Case for Bonds

Bonds have taken investors on a wild ride since the Federal Reserve acknowledged that inflation was not transitory, and it was time to raise rates. We have been in uncharted…

AdvicePeriodJuly 15, 2024

Estate Planning Life Insurance

How an ILIT Can Help Protect Your Family’s Wealth

Life insurance is a powerful tool for estate planning: It provides a means to transfer wealth to beneficiaries free of income tax and outside of the probate process. But because…

AdvicePeriodJuly 15, 2024

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SLATs: A Marriage of Tax Benefits and Flexibility

October 2024 Market Commentary

Charitable Giving Strategies: Preserving Wealth While Making a Difference

GRATs: Understanding a Popular Estate Planning Strategy

September 2024 Market Commentary

IDGTs: A Versatile Estate Planning Tool

The Importance of Estate Planning for Business Owners

August 2024 Market Commentary

Getting Paid for Uncertainty: The Case for Bonds

How an ILIT Can Help Protect Your Family’s Wealth

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