Wealth Preservation

  • 5 Posts
  • 1 Sections
  • 1 Types
August 18, 2024 6 min read Dictionary
Declaration of Trust
Trusts Legal Definitions Declaration of Trust Asset Management Trustees Wealth Preservation Legal Humor
A declaration of trust under U.S. law is a way to manage assets for the benefit of others, all while avoiding overly complex legalese... right? Let's make trust fun!
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August 18, 2024 6 min read Dictionary
Dynasty Trust
Trusts Estate Planning Dynasty Trust Estate Tax Wealth Preservation Irrevocable Trust Generational Wealth
A long-term trust designed to preserve wealth across generations while minimizing estate taxes.
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August 18, 2024 6 min read Dictionary
Generation-Skipping Trust (GST)
Estates Taxes Trusts Wealth Preservation Estate Tax Generational Wealth Financial Strategy
A Generation-Skipping Trust (GST) is a type of trust that allows assets to pass directly to grandchildren or others, bypassing the children to minimize estate taxes.
Read more about Generation-Skipping Trust (GST).
August 18, 2024 6 min read Dictionary
Store of Value
Financial Terms Economics Store of Value Assets Economics Investment Wealth Preservation
A humorous exploration of what it means to be a store of value and the assets that fit the bill!
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August 18, 2024 7 min read Dictionary
Tax-Loss Harvesting
Tax Strategies Investment Management Tax-Loss Harvesting Capital Gains Tax Investment Strategy Portfolio Management Wealth Preservation
A clever strategy to offset capital gains tax by selling securities at a loss.
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