Basis planning may help lower capital gains taxes on assets you leave to your heirs—ultimately making it possible for them to enjoy more of their inheritance.
The ability to identify common family values and align them with long-term goals is a key characteristic of many families that successfully transfer wealth through the generations. Below we explore ways to clarify shared values and integrate them with four common principles that support successful multigenerational succession.
Beneficiaries of terminating trusts often have a number of opportunities available to them. Learn what to expect and how to prepare for your financial windfall.
Upstream gifting may help financially support family members while also providing substantial tax benefits for people with highly appreciated assets.
Delaware directed trusts are often used by families with multigenerational estates and complex assets, such as family businesses or multistate real estate holdings.
Investors often think of real estate investment trusts (REITs) in the context of the home(s) they own, but commercial real estate can also be attractive.