October 3, 2023

A Bad Heir Day: Beneficiary Designations Trump Your Estate Planning Documentation

    Many people incorrectly assume that all their assets will be distributed through their will / living trust. Unfortunately, this is a big misconception. Applicable assets are passed on strictly in accordance with the Beneficiary Designations on file with the custodian and without regard to provisions in your estate planning […]


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July 20, 2023

RVW Quarterly Newsletter

    Taurus is Back: SEVEN CHARTS & SIX REASONS FOR OPTIMISM  Stocks have rebounded strongly from their worst year since 2008, returning to a bull market in the US. Inflation fell and the Fed paused after a year of aggressive rate increases. Artificial intelligence has captured investors’ attention and is […]


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April 20, 2023

RVW Quarterly Newsletter

    All three main U.S. equity benchmarks finished the first quarter in the green.   U.S. stocks have shrugged off a number of challenges since the start of the year, powering through the worst U.S. bank failures since the 2008 financial crisis, while resisting the turbulence of volatile short-term Treasury […]


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April 18, 2023

Prepare for 2026 Estate Planning With SPATs, SLATs and DAPTs

    The estate tax exemption is set to drop significantly in 2026, but these alternative tongue-twisting tax-savvy trusts could help. In today’s world of bank failures, real estate and stock market declines, bombastic cyclones, tornadoes, floods and atmospheric rivers, the only thing for certain appears to be the uncertainty and […]


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March 24, 2023

12 Charitable giving strategies – and the resulting tax benefits

    1. Donate appreciated non-cash assets instead of cash. It’s generally more tax-efficient to give appreciated assets instead of cash. Donating appreciated publicly traded securities, real estate, and other non-cash assets held more than one year means donors generally can eliminate the capital gains tax they would otherwise incur if […]


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