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Options When the Policy is Ready but the Trust Is Not
Read our print-friendly PDF version Situation: The recent outbreak of the Coronavirus has caused many people to think about their own mortality, causing a surge in estate planning and the purchase of life insurance. As a result, we are receiving a renewed interest in one of the most common estate planning techniques – that of […]
Multi-Generational Planning with Wealthy Older Clients During the Coronavirus
Read our print-friendly PDF version We’re focusing this month on the Silver Lining of the current business environment, and one of the biggest opportunities to present itself is estate planning. A recent case illustrates how DBS was able to provide a “creative solution.”
The Many Ways to Structure a Gift Transfer
Read our print-friendly PDF version The combination of depressed market values, extraordinarily low AFR and 7520 rates, and historically high gift/estate exemption of $11,580,000 opens the door to significant wealth transfer planning opportunities for high net worth individuals and their families. While making a gift of an amount equal to a large part of, or […]
