by ScaleWP Team | Oct 23, 2019 | Estate Planning & Trusts
Life’s twists and turns demand updates to estate plans Just as your vehicle requires upkeep to maintain its performance and reliability, your estate plan needs reviewing – at least every 3-5 years – to stay relevant. And whether it’s the many moving...
by Creative Planning | Oct 15, 2019 | Financial Planning
Timeless classics, not one-hit wonders, will sustain your financial plan Paul McCartney recently wrapped up his Freshen Up tour with a sendoff show before more than 56,000 fans at Dodger Stadium. The 77-year old global icon performed a setlist of nearly 40(!) songs...
by ScaleWP Team | Oct 9, 2019 | Estate Planning & Trusts
GRAT Under current federal transfer tax law, you can transfer up to a combined total of $11,400,000 during life or at death without incurring federal estate or gift tax1. If you transfer assets in excess of this exemption amount, there will be a transfer tax of 40%...
by Creative Planning | Oct 8, 2019 | From Peter's Desk
Financial Media Following the financial media these days, or the media in general, one might think that the economy is on the brink of collapsing, or at least heading into a recession. To name just a few things that can sink the economic ship, if only by sentiment...
by Creative Planning | Oct 3, 2019 | Financial Planning, Taxes
When an individual or family wants a more systematic and tax-efficient way to meet their charitable objectives, most will consider one of the two most common charitable vehicles: a private non-operating foundation or a donor advised fund (DAF). While both allow donors...
