By William Beynon & John Walker - In Part 1 of this discussion, we looked at the tax nature of gifts. We reviewed various types of assets to give and their taxable repercussions. We defined a gift in taxable terms as giving dominion[…]
By William Beynon & John Walker - The industry agrees that the best portfolios are diversified right? What does diversified mean to you? For most, it means a portfolio of securities like stocks and bonds. In an effort to mitigate[…]
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August 31st
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Grantor Retained Annuity Trust,
beneficiary,
trustee,
trust
By William Beynon & John Walker - Recently John was in a financial planning session with a family where he recommended some trust and estate work. John laughed with his clients when they said, "if we trust our family why do we need a[…]