Wealth Transfer

Zero Tax Plan – Concept of 9 Circles

Wealth Transfer Planning 3 of 6 Proactive wealth transfer planning is about control and leverage.  We believe that a successful estate distribution plan is one in which your heirs (and/or charity) receive as much as possible, and Uncle Same, as little as possible. But this requires some work. Depending on your heirs’ tax brackets and… Continue reading Zero Tax Plan – Concept of 9 Circles

Wealth Transfer

“Estate Level Tax” vs. “Asset Level Tax”

Wealth Transfer Planning 2 of 6 Uncle Sam is probably an heir of your estate, whether you know it or not. The common misconception is that “my heirs won’t have to worry about taxes” because the size of my estate isn’t big enough. Many people know that the federal estate tax exemption is about $5.5… Continue reading “Estate Level Tax” vs. “Asset Level Tax”

Retirement Planning

Proactive Tax Planning 6 of 6

CASE STUDY: Proactive Tax Planning Strategies Over the course of the last couple weeks, we have shared several proactive tax planning strategies that one might use in planning their financial future. Today we will share an example of how one couple might implement these strategies based on their personal values, vision and wealth. This is… Continue reading Proactive Tax Planning 6 of 6

Uncategorized

Proactive Tax Planning 5 of 6

3 Ways Charitable Remainder Trusts Provide Tax Advantages A charitable remainder trust can serve many purposes in one’s financial plan. Clearly, you have to be charitably inclined, as there is an irrevocable charitable component to this strategy. But in addition to helping out your favorite charity (or charities), you get several big tax advantages from… Continue reading Proactive Tax Planning 5 of 6

Uncategorized

Proactive Tax Planning 4 of 6

5 Tax-Minded Reasons to Have Life Insurance We offer proactive tax planning advice in an effort to accomplish two things: reduce your taxes while you are alive, as well as after you pass away. One way to kill both those birds with one stone is through certain kinds of life insurance. That’s because of two… Continue reading Proactive Tax Planning 4 of 6