Posts by admin
Fiscal Cliff and Property Valuation
There is much reason to now hold on to property until death on assets that are intended to be gifted to family especially if the assets are worth far more…
Read MoreCelebrate Independence Day in Atlanta!
Atlanta offers a huge variety of activities and events for people of all ages and interests. The Fourth of July is certainly no different. This July, you can take your…
Read MoreWhen intentions lose their way…a family feud (Part Two)
The Detroit Free Press article sites Karen Davidson, the late wife of Bill Davidson – NBA Detroit Pistons owner – as saying in an affidavit that her husband intended the…
Read MoreFiscal Cliff Estate Tax Marriage Benefits
There is a provision in the estate tax law called “portability”. This means that any unused estate tax applicable exclusion amount of a deceased spouse may be applied to the…
Read MoreEstate Tax Disputes…Money & Family (Part One)
Bill Davidson leaves behind his family, the professional teams he built including the NBA Detroit Pistons, and NHL Tampa Lightning and a $1.9Billion tax bill! Read the story from the…
Read MoreFiscal Cliff Estate Tax Fast Facts
Hype and confusion seems to surround most of the talk about estate taxes. The legal profession seems to keep in complicated and mysterious. While there is always some measure of…
Read MoreWhat to Teach Your Children About Finance
Parents of all income levels worry about their children’s financial savvy. But for affluent parents, the worry becomes magnified. In an earlier blog post, I wrote that most wealthy parents…
Read MoreMarketing guru Seth Godin on How You Want To Die
Seriously, I was overjoyed when I read Seth Godin’s post about having your health care instructions written out in advance for you and your family. This is a huge gaping hole…
Read MoreWhere Your Donation to Charity Goes
At Boomfish Wealth Group, we’ve found that the vast majority of wealthy individuals and families want to give back. But they also want to make their donation count. The same…
Read MoreHow might money affect my kids?
An inheritor is a person who receives any amount of money – from $100 to $100 million – because of their relationship to the giver, not their own work to…
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