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Benefits of a Securities-Backed Line of Credit

Securities Backed Line Of Credit

Many high-net-worth individuals have a significant portion of their wealth stored in financial assets - e.g. stocks and bonds in a portfolio. With the success of the markets over the last decade, many investors have…

GRAT: Strategy in Low Interest Rates Environments


The past decade has been a historic time for interest rates, as they have hovered around unprecedented lows since the Financial Crisis. These favorable interest rate conditions create some compelling estate planning opportunities. One strategy…

Upstream Gifting

Upstream Gifting

With the passage of the Tax Cuts and Jobs Act, the estate and gift tax exemptions were doubled from approximately $5.6 million to $11.2 million per person. With fewer individuals facing an estate tax issue,…

IRS Updates – What’s on the Horizon for 2018

IRS Updates - What's On The Horizon For 2018

In 2018, the IRS will be raising many of the contribution and exclusion limits that we’ve grown accustomed to over the past few years. Two important provisions that will be increased are the 401(k) contribution…

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