A prime example of a sophisticated strategy where advisors, attorneys and life-insurance professionals can work together to add value. Just don’t discount how things could play out in real time.

Will required annual reporting on trust assets actually come to pass?

Grantor trusts and generation-skipping transfers are just a few of the items under the administration’s microscope.

Or, more appropriately, the $100 millionaire tax.

The president’s proposal is not only plagued by practical problems, but also undermines one of the core goals of a progressive tax system.

Three key questions to consider before making a sale.

Biden’s billionaire tax faces a difficult road in Congress, where House Democrats already rejected including a similar proposal in their version of the Build Back Better plan that past last fall. 

President Joe Biden's budget proposal calls for more than $2.5 million in tax hikes on the wealthy and large corporations. That includes a 20% minimum tax on the unrealized capital gains for households worth at least $100 million.

It is time for platforms and marketplaces, such as Ethereum and OpenSea, to agree on basic protections.