Knowledge Base

How To Ignite Wealth Impact

11 High-Impact Planned Giving Tips For Highly Successful Families

We work with highly successful families, their advisors and non-profits to ignite WEALTH IMPACT. WEALTH IMPACT starts by understanding what your wealth can do for your family and your community, then structuring it to best optimize your wealth, gift giving and ultimately, your legacy. Forward-thinking clients with high net worth, trust Tamar Fink to assist them with their needs.

Transferring Values Through Transferring Wealth

A common concern of my clients is how to transfer their VALUES in the process of transferring their WEALTH

Nevertheless, this mindset misses the unique opportunities that the wealth can afford. It is not the wealththat is the problem but under what circumstances and with what conditions it is given. This, of course, is a big deal and one that a well crafted estate plan cannot accomplish alone.

Cleaning Up Prior Estate Planning

In 2019 the gift, estate and GST tax exemptions are $11.4M – up from $5.49M as recent as 2017

Recently, the gift, estate and generation-skipping transfer (GST) tax exemptions have increased to $11.4M. The increased exemptions could allow individuals to make substantial gifts and transfer assets out of their taxable estates without triggering gift taxes. This enhanced gifting capability could be used to simplify and clean up existing plans and to remove any unwanted complexity.

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