CALIFORNIA vs. SOUTH DAKOTA
$7,100,558 is the projected year-over-year growth your investor clients could see, through tax savings alone, by situsing a $10,000,000 trust in South Dakota instead of California after 30 years.
South Dakota is one of the few states in the country that has no state income tax or capital gains tax on trusts. This creates tremendous planning opportunities for HNW and UHNW families and their advisors to grow trust principal state tax-free. When compounded over the life of the trust, it leads to significant growth in both principal and income available to the trust beneficiaries.
Consider the facts…
CALIFORNIA vs. SOUTH DAKOTA
$7,100,558 is the projected year-over-year growth your investor clients could see, through tax savings alone, by situsing a $10,000,000 trust in South Dakota instead of California after 30 years.
South Dakota is one of the few states in the country that has no state income tax or capital gains tax on trusts. This creates tremendous planning opportunities for HNW and UHNW families and their advisors to grow trust principal state tax-free. When compounded over the life of the trust, it leads to significant growth in both principal and income available to the trust beneficiaries.
Consider the facts…
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Maybe the best way to understand who we are and what we do is to hear what we’re not. We’re not investment or tax advisors or part of a large financial institution. We’re not compensated by commission and finder’s fees. And we’re not influenced or guided by financial products or services. We are truly an independent South Dakota-charted trust administration firm. read more