How integrated wealth planning works
Integrated planning means tax, estate, philanthropy and investment decisions are made against one plan, by people who can see all of it at once.
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Enhancing Tax Efficiency of Investable Assets
With the likelihood of rising income taxes, families with generational wealth comprised of investable assets are seeking efficient techniques to reduce ongoing income taxes with respect to the earnings generated by such assets. Recent tax law changes have boosted the opportunity to use private placement life insurance (PPLI) to locate investment assets in a tax-free […]
Read MoreColony Family Offices Announces Sponsorship of ACTEC Southeast Regional Meeting
Colony Family Offices is pleased to announce that it is a Bronze Sponsor of the 2019 Southeast Regional Meeting of The American College of Trust and Estate Counsel (ACTEC). The conference will be held November 7-10, 2019 at The Westin Poinsett. Established in 1949, The American College of Trust and Estate Counsel (ACTEC) is a […]
Read MoreColony Family Offices announces sponsorship of Duke Estate Planning Conference
Colony Family Offices is pleased to announce that it will be a Gold Sponsor of the 41st Annual Duke University Estate Planning Conference. The conference will be held October 10-11, 2019 at the Duke University School of Law. This two day conference consists of a series of lecture sessions designed to examine in detail current […]
Read MoreSummary of the Generation Skipping Tax (“GST”) tax rules and filing requirements
The attached summary provides a refresher on the Generation Skipping Tax (“GST”) tax rules and highlights often overlooked filing requirements when a trust either terminates or makes a non-terminating distribution to a skip person. The GST tax consequences of outright gifts to a skip person is fairly straight forward and no tax is due as […]
Read MoreCTC Announces Sponsorship
Colony Trust Company is pleased to announce that it will be a sponsor of the South Carolina Bar’s 2019 Al Todd Estate Planning Workshop (www.scbar.org). The conference is held July 12-13, 2019 at Kiawah Island, SC. The South Carolina Bar presents this advanced-level CLE program biennially to experienced estate planners and tax attorneys across the […]
Read MoreTax Loss Harvesting
We want to provide an update regarding year-end planning within your taxable investment accounts. As noted in our previous communications regarding the recent market backdrop, 2018 has been a period of increased volatility coupled with mixed performance. We understand that experiencing these fluctuations can be unsettling, however, these conditions potentially present a silver lining during an […]
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