Trump 2.0 and your money
As the second Trump administration prepares to take office, we’re getting a better sense of the policy and tone we could see coming out of Washington over the next four years. For all the details we don’t know, the so-called “red wave” of the 2024 election means there’s some reasonable assumptions we can make about […]
What is a SLAT?
Acronyms can make different financial products sound intimidating. Quorum’s Mike Barry explains what a Spousal Lifetime Access Trust is, how it works, and why you might want to establish one. Registered Representatives of Sanctuary Securities Inc. and Investment Advisor Representatives of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services […]
What is a GRAT?
Acronyms can make different financial products sound intimidating. Quorum’s Mike Barry explains what a Grantor Retained Annuity Trust is, how it works, and why you might want to establish one. Registered Representatives of Sanctuary Securities Inc. and Investment Advisor Representatives of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services […]
How to leverage the Estate Tax
Whenever pundits discuss tax policy, the Lifetime Estate and Gift Tax Exemption tends to get the spotlight treatment. Because of this, the lifetime exemption may be one of the most misunderstood provisions in U.S. tax code. Misconceptions about the lifetime exemption are particularly important in 2023, since it presents a significant opportunity for families hoping […]
