Tax and Estate Planning


Have You Had "The Talk" with Your Kids? (No, not that one. The one about your estate plan.)
Warner Norcross & Judd
Even if you are not yet ready to share the family's wealth numbers, communicating your intentions to the next generations promotes family harmony and is a best practice for successfully
2021 Estate Planning Outlook: Transfer Tax Changes on the Horizon
Schiff Hardin
The big question in the estate planning world today is whether, when, and to what extent the U.S. Congress will enact changes to gift, estate, and income tax laws. With many challenges facing the new
Interesting Trends With Millennials and Trusts
South Dakota Trust Company
The Millennials are projected to number 73 million, overtaking Baby Boomers as the largest adult segment of the U.S. population. They have different concerns and opinions than their parents, and many
Is a Wealth Tax in Our Future?
South Dakota Trust Company
Given the rhetoric and possible need for additional tax revenue in the U.S., families of wealth and their advisors should be aware of the future possibility of the wealth tax particularly when
Six Keys to Successful Gold and Silver Ownership
Throughout history, gold and silver have had many important uses, including as a hedge against inflation, deflation, and economic uncertainty. For the gold investors, they have managed to preserve
Corporate Transparency Act Creates Privacy Concerns for Family Offices and Private Trust Companies
Waller Lansden Dortch & Davis
High net-worth families for whom privacy is a paramount consideration may be concerned that the Corporate Transparency Act, which became law on January 1, 2021, creates a risk of sensitive ownership
Shirtsleeves to Shirtsleeves: Beating the Odds of Sustaining Family Wealth
GenSpring | SunTrust Private Wealth
Many families of wealth struggle with a fundamental question: Can our wealth be sustained across generations and have a positive impact on those who use it? Through experience and research, a series
The 5 Biggest Biden Tax Proposals That Could Affect Tech Earnings
President Biden has clarified he is committed only to a partial rollback of the Tax Cuts and Jobs Act of 2017, aiming to make permanent the tax cuts that went to lower- and middle-class Americans,
Three Advantages of a Custom Passive SMA for the Taxable Investor
Continuing a trend of the past five years, exchange-traded funds (ETFs) grew in assets under management in 2020. However, the fact remains that the ETF continues to be a one-size-fits-all solution
Tax Considerations for Family Office Under the Biden Administration
The day before President Joe Biden’s inauguration, it became clear that his ambitious tax plan is lower on the administration’s to-do list than alleviating the public health crisis and