Charitable Planning
Cryonic Suspension Trust: The Ultimate Estate Freeze
Old Idea, New Expression Like many other cultures, the ancient Egyptians buried treasures with their dead in part so that when the dead revived, they would have the use and enjoyment of their worldly goods. This may not have been based on the same technology as a cryonic suspension trust, but the idea is the same. The…
Read MoreTax Free IRA
For years, I have been telling people a little known secret of IRA’s. There is a way you can pass the benefit of your IRA to your heirs tax free. Recently Bob Carlson in his newsletter recently discussed the strategy. It combines an IRA with a Donor Advised Fund. He quotes David Phillips and calls it…
Read MoreAvoiding Short Term Capital Gains
Is Avoiding Short Term Capital Gains Possible? When it comes to tax planning, I often get calls asking for a brilliant way to not pay short term capital gains after a taxable event has already occurred. Sadly, there are not a lot of good options. People get told what they cannot do by their other advisers,…
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