Preserving wealth, honoring values, securing the future.
William Harrison, despite having a substantial $4.2 million estate, was concerned his current trust, established several years ago, wasn't optimally structured for both minimizing future tax liabilities and maximizing the impact of his planned charitable donations. He also worried that his current investment strategy wasn't taking full advantage of potential opportunities in the forward premium market, leaving potential returns on the table and impacting the overall value of his legacy. His outdated trust needed to be carefully examined to ensure it reflected his current wishes.
Using the Forward Premium Calculator, we identified an opportunity to reallocate a portion of William's portfolio into investments with a favorable forward premium, projected to increase his returns by approximately 0.75% annually. This translates to an estimated additional $31,500 in annual income based on a $4.2 million portfolio. We also leveraged the Tax Equivalent Yield Calculator to optimize his charitable giving strategy, identifying assets that could be donated with significant tax advantages, increasing his overall philanthropic impact.
The Forward Premium Calculator was used to compare the expected return of various currency pairs, considering both the spot and forward exchange rates. The Tax Equivalent Yield Calculator helped determine the optimal assets for charitable donations, maximizing tax benefits.
$157,500 increase in investment income over 5 years and $84,000 in estimated tax savings from charitable giving
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