Strategies for High Net Worth Clients
Impossibile aggiungere al carrello
Puoi avere soltanto 50 titoli nel carrello per il checkout.
Riprova più tardi
Riprova più tardi
Rimozione dalla Lista desideri non riuscita.
Riprova più tardi
Non è stato possibile aggiungere il titolo alla Libreria
Per favore riprova
Non è stato possibile seguire il Podcast
Per favore riprova
Esecuzione del comando Non seguire più non riuscita
Strategies for High Net Worth Clients
-
Letto da:
-
Di:
High net worth individuals have a number of strategies they can use to lower the tax burden on themselves and their heirs. Estate planning attorney Shad Brown rejoins us to break these strategies down.
- We start with a CRT (Crut) - Charitable Remainder Trusts and Charitable Lead Trusts. Shad explains how you can leverage charitable distributions for tax benefits in the short and long term.
- Next, the ILIT - or Irrevocable Life Insurance Trust. With ILITs, you can take assets like term life insurance, and move it out of your estate and into a trust. Shad walks us through this process, and its benefits.
- A QTIP Trust - or Qualified Terminable Interest Property Trust - may be useful for spouses who are re-married but want control over where their assets go upon their passing.
- Intentional Defective Trusts have a place as well - Shad explains that strategy, as well as the difference between grantor and non-grantor trusts.
- Kevin and Shad also dive into the idea of Family Limited Partnerships, and when that might be useful as your family's wealth grows.
More info:
Shad Brown, The Law Firm of Brown and Jensen
https://www.bncjlaw.com/
sbrown@bncjlaw.com
(480) 447-7107
Kevin Dick, KDI Wealth Management
https://www.kdiwealth.com/
kevin@kdiwealth.com
(928) 474-4350
adbl_web_anon_alc_button_suppression_t1
Ancora nessuna recensione