News Archives

2024 Election

Donald Trump decisively won the 2024 presidential election after…
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Mixed Signals October 2024

Political turmoil, economic volatility, and geopolitical unrest…
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2024 Tax & Estate Planning Update

• Annual gifting limit – the limit on tax-free gifts will…
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Recession Postponed

Six months ago markets were falling, inflation was rising, the…
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The “X” Date

After a disappointing 2022 tax season (from the government’s…
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The Tide Goes Out

The financial crisis in 2008 was essentially caused by trillions…
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Settling Estates with Trusts – An Overview – December 2022

There is a myriad of reasons a trust is a practical estate planning…
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Giving with Impact – November 2022

It is important to understand that giving landscape to know how…
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How to Position Life Insurance Effectively

As a result of the Tax Cuts and Jobs Act passed in 2017, the…
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What’s in a (Trustee’s) Name? August 2022

One of the most consequential decisions in your estate planning…
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Halftime 2022

In 2013, the Federal Reserve of the United States began publishing…
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Power of Appointment – July 2022

Power of Appointment is a provision within a trust document which…
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Portability: Weird and Wonderful – June 2022

The simplicity and complexity of Portability often creates unintended…
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Effective Estate Planning Beyond Tax – May 2022

Let's face it:  Most people will not owe estate tax in the current…
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Russia Unplugged

During the first quarter of 2022, the NASDAQ briefly fell 20%+…
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South Dakota vs. Delaware Situs – Which is Best? – April 2022

The topic of south Dakota as a favorable trust situs often leads…
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Forms of Property Ownership in Estate Planning – March 2022

Historically, estate planning centered on wealth transfer, but…
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What’s in a Meme?

“Meme” conceptually originated with Richard Dawkins in his…
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Choosing the Right Executor or Trustee – February 2022

Selecting the right executor or trustee is a big decision facing…
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Ensure Your Estate Plans have a Strong Foundation – January 2022

What is your primary goal with estate planning?  You answer…
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Giving With Impact – December 2021

It is important to understand the giving landscape in order to…
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The Importance of Asset Location – October 2021

As you build your investment portfolio, it is imperative to consider…
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Third Quarter 2021 – Not So Grande

The surge of a new COVID variant, a global supply chain struggling…
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Basics of Cost Basis – September 2021

Any time an assets is sold, whether it be stock, real estate,…
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Dividing Tangible Personal Property in an Estate – August 2021

Most people are likely to leave behind tangible personal property…
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A Big Planning Mistake…Incorrect Titling of Assets – July 2021

Planning for a family's transfer of wealth and ensuring successful…
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Halftime 2021

On May 25th, the number of restaurant reservations made on OpenTable…
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Estate Planning: An Important Family Decision – June 2021

Planning for a family's transfer of wealth, plans for incapacity,…
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Taking Care of the Kids: Minor’s Trust – May 2021

One of the greatest feelings for parents or grandparents in life…
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The Spirit of Giving – April 2021

One of the greatest achievements in life is the ability to give…
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Estate Planning When Times Are Changing – March 2021

It is often said that there are two absolutes in life:  death…
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Tips for Effective Estate Planning Meetings – February 2021

Tailor Your Meeting  -- Planning for transfer of wealth,…
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Unprecedented – January 2021

One of our wittier clients recently commented that on midnight…
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Managing Investments for Trust Accounts – January 2021

Managing investments for trust accounts is not a simple task. …
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Discretionary Distributions: A Trustee’s Most Difficult Decision

During the drafting of a trust, a frequently overlooked provision…
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How To Read a Will or Trust – November 2020

Anyone who has read a will or trust knows they are full of legal…
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Are You Effectively Using the Trust Protector Role? – October 2020

A Trust Protector is an independent person appointed under a…
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Guarding Your Legacy – Asset Protection Strategies – September 2020

Imagine that you have spent a working lifetime accumulating a…
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Reasons and Options for Charitable Giving – August 2020

Donating to the causes you care about not only benefits the charities…
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2020 Q2 Quarterly Newsletter – The Great Lockdown

After free-falling over 33 percent from its peak, the market…
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Aligning Tax-Deferred Retirement Accounts with Estate Planning – June 2020

During the past 30 years, the traditional pension plans that…
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Estate Planning When Estate Tax is not an Issue: Planning for Estates under $10 million – May, 2020

The primary focus of estate planning is often on tax-saving strategies:…
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South Dakota vs. Delaware Situs – Which is Better? – April 2020

The topic of South Dakota as a favorable trust situs often leads…
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Novel Times – April 2020

After making a record high on February 19, 2020, the equity markets…
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How To Effectively Position Life Insurance – March 2020

As a result of the Tax Cuts and Jobs Act passed in 2017, the…
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Prudent Investor Considerations – February 2020

The year was 1830 and the case was Harvard College v. Amory. …
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To IDGT or not to IDGT – January 2020

Shakespeare gives us all some friendly advice, “Neither a borrower…
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2020 Visions – January 2020

As a new year and decade begin, the election in 2020, negative…
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Fiduciary Income Tax Basics – January 2020

Income tax plays a critical role in day-to-day investing, yet for many the concepts can get disorganized. What are the key issues that drive fiduciary income taxation, and how can we best tackle the concepts for optimal results? First, we need to start with some basics.
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Charitably Inclined: Donor Advised Funds – December 2019

Since 1931, donor-advised fund (DAFs) have been offered by local…
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How You Can Benefit from Deferred Compensation Plans – November 2019

Why Deferred Compensation Plans? Sheltering your income can…
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Powers of Attorney – October 2019

A power of attorney is an incredibly powerful instrument that…
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Do You Still Need An Irrevocable Life Insurance Trust? – September, 2019

You may have established an irrevocable life insurance trust…
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Ted Furniss – Leader of Inlet Private Wealth®

As recently published by Gulfstream Media, Chief Investment…
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The Importance of Post-Mortem Planning – August 2019

Post-mortem planning is a concept derived from the inability of estate planners to predict the future. Given how quickly tax laws and circumstances can change, it is unlikely that a planner will be able to anticipate every variable that an executor or trustee will face after your death.
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Installment Sales to Intentionally Defective Grantor Trusts – July 2019

Estate planning with intentionally defective grantor trusts (IDGTs) is a well-established "asset freeze" technique that has numerous advantages, as described below.  In this article, we will discuss the features of this technique and how it can be used for your benefit.
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LIBOR Pains – July 2019

The London Inter-Bank Offer Rate (LIBOR) currently underpins…
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A Guide to Institutional Trust and Custody Services – June 2019

A Guide to Institutional Trust and Custody Services. In contrast to a personal trust, where the grantor or creator of the trust is an individual or perhaps a family unit, an instituional trust is established by a corporation, partnership or other.
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The Charitable Remainder Trust: A Versatile Tool for the Tax-Savvy Philanthropist – May 2019

The charitable remainder trust, or CRT, is the last bastion of…
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Mackenzie Edwards has joined our firm as an Investment Advisor

Mackenzie Edwards serves as an Investment Advisor at Inlet Private Wealth.
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Halsey Smith has joined our firm as Marketing Director

Inlet Private Wealth is pleased to announce that Halsey Smith has joined our firm as Marketing Director.
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Inlet Private Wealth® Launches Inlet Private Wealth & Trust

Inlet Private Wealth announced the formation and launch of Inlet Private Wealth & Trust to provide comprehensive, personalized trust services to its clients.
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Trumped

2018 was a great year for the U.S. economy as unemployment fell to a 50 year low of 3.7%, gross domestic product grew more than 3% and with an assist from a reduction in the tax rate, corporate earnings grew about 22%.
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South Dakota vs. Delaware Situs – Which is Better? – April 2019

The topic of South Dakota as a favorable trust situs often leads to a discussion comparing the virtues of South Dakota versus Delaware. Which jurisdiction is better? Why South Dakota?
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(R)aging Bull

The first three months for Inlet Private Wealth® are now in…
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Inlet Private Wealth® Launches With the Help of TruClarity

With TruClarity’s support, Florida-based RIA Inlet Private Wealth launches wealth management practice serving affluent families and individuals.
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