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The federal government sets a lifetime estate tax exemption amount that can be gifted during life or at death free of taxes. If the value of your gross estate exceeds the exemption amount in the year you pass away, your estate may be subject to estate taxes. Amounts above the exemption will be subject to a 40% tax (as of current law).

When you’ve grown significant wealth over the years and you want to use it to make a positive impact on the world, there are much more effective ways to do that than simple “checkbook giving” to your favorite charities. Each method of charitable giving has its own benefits and setbacks, rules and regulations, so it’s important you see all your options and understand why it’s worth considering one over another.

Strategic buyers are companies interested in buying your business that already operates in your industry. By buying your company, they have hopes to grow their footprint and take market share more quickly. They tend to be larger, well-capitalized firms that aren’t as concerned with generating cash flow right away. A great example of a strategic buy is T-Mobile’s acquisition of rival Sprint in 2020.

Are you looking for clarity, conviction and unfiltered advice about your wealth?

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Breaking up is never easy, even if the person you’re trying to “break up” with is your financial advisor (FA). Perhaps your current FA is an old college friend who means well but doesn’t specialize in the services you need.

Jan 07, 2022 FAQs

Transformational gifts got their name for a good reason—they have the ability to positively support or redirect the trajectory of a program, project, or even organization. Transformational gifts can take many forms, from endowing a scholarship fund to supporting the construction of a new building, creating or expanding a community support program, and more. A transformational gift doesn’t necessarily mean a huge donation amount.

We find the topic of behavioral finance to be at the heart of why we exist as a firm. Investing is hard. However, when you add the complex and unpredictable nature of human beings, investing becomes harder still. After all, our own behavior determines our success more than any other factor, in every area of our lives—including our wealth. Life is complex. There are lots of moving parts and it takes a lot more than just tallying up numbers to figure it out.

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