Passing Financial Values to the Next Generation
Leaving a legacy is about more than just money. Here are the do’s and don’ts for establishing a shared family value system that can span generations. Silicon Valley is teeming with garages famous for giving birth to much of the modern technology industry. One of them belonged to Derek and Susan Hine. That’s where […]
How to Plan Around Estate Tax Uncertainties
Key takeaways: Estate tax uncertainties Although federal estate tax exemptions are historically high, consider how your estate plan can protect your heirs in case tax laws can change. State estate taxes may still apply even when federal estate taxes do not, making proactive planning important for high-net-worth households. An A-B trust, grantor retained annuity trust, […]