Estate Tax – WealthPoint

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Want Drama? Don’t Prepare for Estate Taxes

By Michael KennethEstate Tax, Know your story, Legacy Planning, Succession Planning

Want Drama? Don't Prepare for Estate Taxes By Tim Young & Michael Kenneth There’s something out there. Something looming. You can’t quite put your finger on it. But the air...

September 18, 2023

Private Placement Life Insurance Basics

By Michael KennethEstate Tax, Family Protection, Financial Security, Know your story, Legacy Planning, Life Insurance, Tax

The Basics of Private Placement Life Insurance By Ben Rainey Private Placement Life Insurance (PPLI) is a unique and niche solution that allows for tax-efficient investment opportunities. Our multi-disciplinary advisory…

September 8, 2022

Life Insurance Policy Reviews

By Michael KennethEstate Tax, Family Protection, Financial Security, Know your story, Legacy Planning, Life Insurance, Philanthropy, Tax

The Importance of Life Insurance Policy Reviews By Ryan Barradas Life insurance is an important part of an overall financial plan. Regular life insurance reviews performed by an experienced professional…

August 31, 2022

Life Insurance Basics

By logicaladminEstate Tax, Family Protection, Financial Security, Know your story, Legacy Planning, Life Insurance, Philanthropy, Tax

Life Insurance Basics: Life Insurance Pricing and Policy Mechanics By Ryan Barradas Originally posted May 2015; Revised August 2022 The pricing of life insurance policies is complex and dynamic. There…

August 9, 2022

Estate Plans and Succession Plans … Same Thing, Right? Not on Your Life!

By Michael KennethBusiness Planning, Estate Tax, Family Business, Know your story, Legacy Planning, Succession Planning

Estate Plans and Succession Plans … Same Thing, Right? Not on Your Life! Estates with an operating business require succession planning to achieve full clarity By Tim Young & Michael...

May 17, 2022

person sitting and writing on piece of paper

Wealth Transfer Under the Biden Tax Plan

By logicaladminEstate Tax, Life Insurance, Tax, Tax Code, The Washington Update

President Joe Biden is proposing to eliminate “stepped-up basis” on property transferred at death. Under his plan, unrealized appreciation would be subject to capital gains tax at the time an...

July 22, 2021

judge's gavel lying on the U.S. constitution

The House considers impeachment: Where do we go from here?

By logicaladminEstate Tax, Fiscal Policy, Income Tax, Tax, Tax Code, The Washington Update, Washington Report

Since the beginning of 2019, we have predicted, correctly, that actions in Washington would bring volatility to the markets this year. A new potential contributor to this volatility is the...

October 22, 2019

Tax Reform Accomplished

By logicaladminEstate Tax, Fiscal Policy, Income Tax, Tax, Tax Code, The Washington Update, Washington Report

As 2017 drew to a close, Congress passed the Tax Cuts and Jobs Act (the “Act”), tax reform legislation that made sweeping changes to the Internal Revenue Code. When Congress...

January 5, 2018

A New Administration in Washington: What Tax Changes are in Store This Year?

By logicaladminEstate Tax, Fiscal Policy, Income Tax, Monetary Policy, Tax, Tax Code, The Washington Update, Washington Report

For the first time in thirty years, enactment of comprehensive tax reform legislation is a realistic possibility. President Trump has made tax reform a central goal of his new administration,...

March 12, 2017

Initial Thoughts on the Presidential Election

By logicaladminEstate Tax, Fiscal Policy, Income Tax, Know your story, Legacy Planning, Life Insurance, Monetary Policy, News, Presidential Election, Tax, Tax Code

Last week, America witnessed the conclusion of one of the most talked about elections in recent memory, as Donald Trump defeated Hillary Clinton and was elected to become the 45th…

November 17, 2016

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Securities offered through Kestra Investment Services, Member FINRA/SIPC (Kestra IS). Investment advisory services may be offered through Kestra Advisory Services (Kestra AS), an affiliate of Kestra IS. WealthPoint, LLC is a member firm of PartnersFinancial. Kestra IS and Kestra AS are not affiliated with WealthPoint, LLC or PartnersFinancial. Not all products and services referenced on this site are available in every state or through every representative listed. For additional information please contact Kestra IS compliance at 737-443-2483. Kestra IS and Kestra AS are not Certified Public Accounting firms. Investor Disclosure Check the background of this Firm and/or investment professional on FINRA's BrokerCheck. Social Media Disclosure link here. Privace Policy link here. WealthPoint, LLC is independently owned and operated. WealthPoint, LLC and its agents are presently licensed to sell traditional life insurance in AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, ME, MD, MA, MI, MN, MS, MO, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WV, WI, and WY. Insurance services are limited to residents of the above listed states. Information relating to securities is intended for use by individuals residing in AL, AK, AZ, AR, CA, CO, DE, DC, FL, GA, ID, IL, IN, KS, ME, MD, MA, MI, MN, MS, MO, NE, NV, NJ, NM, NY, NC, OH, OK, PA, SC, SD, TX, UT, VA, WA, WV, WI, and WY. Life insurance services are provided through WealthPoint, LLC DBA WealthPoint Insurance Solutions, CA Insurance License #0N03255. This site is not intended as an offer to sell securities, which may be done only after proper delivery of a prospectus and a client suitability review. The following trademarks are owned by WealthPoint, LLC; WealthPoint®, Know your story.®, Still Wisdom™, Instinct Verification™, The Pulse of Progress™, IV™, Singular Story™.