Your Money Matter Video Series
By John Lau
Swapping Assets Can Be Tax-Friendly Move For Some Trusts
May 22, 2023 – Principal and Managing Director, Frank Corrado was featured in Financial Advisor Magazine discussing ‘Swapping Assets Can Be Tax-Friendly Move For Some Trusts.’ “The grantor could swap cash or high-basis assets with the trust before death so that the appreciated assets received from the trust will receive a step-up in basis,” Corrado […]
The Privilege of Grin & Bear
May 22, 2023 Good morning, With about a week to go to the debt-ceiling deadline, negotiations in D.C. are sucking up all the market’s attention this week. No one knows the path of this process, but most believe it will end with a can-kicked-down-the-road. The only question is whether there is real default risk and […]