Join Jason Prather, JD, LLM and Shane Swanson, JD, LLM, with Ryan Barradas as they discuss Intergenerational Split-Dollar as an advanced estate planning strategy including their work together on the well known Levine case. https://lnkd.in/gtnEQkyS
WealthPoint, LLC’s Post
More Relevant Posts
-
Join Bernard Reisz as he discusses the importance of resourcefulness, seeking professional advice & strategic #taxplanning in #realestateinvestment decisions. Learn about 1031 exchanges & cost segregation studies for optimized results!
Ep 311 — Investing in Great Assets and Elevating Your Tax Strategy — Elevate Podcast
elevatepod.com
To view or add a comment, sign in
-
Unrealized Gains, Estate Planning: Analyzing The Moore Case And Implications Matthew F. Erskine suggests that the outcome of the Moore case could have significant implications for #estateplanning. Currently, #capitalgainstax is not levied on #assets held until death. These assets are included in the estate at market value and subject to #estatetax, but the underlying #capitalgains are not taxed. A ruling might change this. https://lnkd.in/ep7st6ZN Tom Burroughes Amanda Cheesley Stephen Harris Philip Harris Andrew Deane Rachel Fokes Theodora Viney
Unrealized Gains, Estate Planning: Analyzing The Moore Case And Implications
familywealthreport.com
To view or add a comment, sign in
-
Do you have these estate planning documents in place and up to date? Michelle Cross, senior wealth advisor, joins this episode of #YourLifeSimplified to share her advice.
Estate Planning: Protect Your Legacy & Avoid These Mistakes
https://www.marinerwealthadvisors.com
To view or add a comment, sign in
-
Do you have these estate planning documents in place and up to date? Michelle Cross, senior wealth advisor, joins this episode of #YourLifeSimplified to share her advice.
Estate Planning: Protect Your Legacy & Avoid These Mistakes
https://www.marinerwealthadvisors.com
To view or add a comment, sign in
-
Do you have these estate planning documents in place and up to date? Michelle Cross, senior wealth advisor, joins this episode of #YourLifeSimplified to share her advice.
Estate Planning: Protect Your Legacy & Avoid These Mistakes
https://www.marinerwealthadvisors.com
To view or add a comment, sign in
-
Do you have these estate planning documents in place and up to date? Michelle Cross, senior wealth advisor, joins this episode of #YourLifeSimplified to share her advice.
Estate Planning: Protect Your Legacy & Avoid These Mistakes
https://www.marinerwealthadvisors.com
To view or add a comment, sign in
-
Managing Director & Senior Wealth Advisor at Mariner Wealth Advisors/Estate and Charitable Planning Attorney
Do you have these estate planning documents in place and up to date? Michelle Cross, senior wealth advisor, joins this episode of #YourLifeSimplified to share her advice.
Estate Planning: Protect Your Legacy & Avoid These Mistakes
https://www.marinerwealthadvisors.com
To view or add a comment, sign in
-
As the calendar year comes to an end, there’s no shortage of things to check off your to-do list before January 1st when it comes to your real estate investment. Learn seven financial tips that can help you move into January with less stress and more confidence ➡️ https://bit.ly/3tTEPao
7 End-of-Year Financial To Dos for Landlords
obieinsurance.com
To view or add a comment, sign in
-
Do you have these estate planning documents in place and up to date? Michelle Cross, senior wealth advisor, joins this episode of #YourLifeSimplified to share her advice.
Estate Planning: Protect Your Legacy & Avoid These Mistakes
https://www.marinerwealthadvisors.com
To view or add a comment, sign in
-
CERTIFIED FINANCIAL PLANNER™ helping Corporate Executives and Business Owners Plan for Long-Term Financial Success.
Do you have these estate planning documents in place and up to date? Michelle Cross, senior wealth advisor, joins this episode of #YourLifeSimplified to share her advice.
Estate Planning: Protect Your Legacy & Avoid These Mistakes
https://www.marinerwealthadvisors.com
To view or add a comment, sign in