Amanda can seem to give up her formal life as an international tax consultant (and attorney).
We are happy to offer proactive planing for your family (friends or special causes) in connection with our affiliate Pique Travel Design.
America’s First Travel Trust® Planning Service
CREATING A MEANINGFUL FAMILY TRUST
Creating a family trust can be a stressful process. On one hand, you want to provide financial safety and security for your family. But on the other, you want to ensure your gift fosters growth and development for your children and grandchildren. If only you could give them the world.
Now you can through America’s first-ever Travel Trust® family planning service. This innovative family trust program allows parents and grandparents to place tax-exempt gifts into a family trust. The Trust funds can be used for enriching travel experiences today and in the future.
GIVE THEM THE WORLD
For many, travel is an important, personally enriching part of life. It expands our minds and shapes our identities. One of the most fulfilling aspects of travel is being able to share it with others. These special moments are often preserved for future generations through photography, stories, journal entries and video. But imagine the joy of traveling with children and grandchildren and literally sharing the wonders of ancient civilizations, amazing wildlife, and foreign cultures.
Jeff and I took this approach for our nieces and nephews. In lieu of Christmas and Birthday gifts, we are funding accounts for them to use towards a study abroad program while they are in school.
GIFT TAX EXEMPTION
PIQUE Travel Design is giving new meaning to estate planning and gift tax exemptions. The US federal tax code permits taxpayers gift tax exclusion up to $26,000 ($13,000 per individual). Instead of simply giving away assets to children and grandchildren, more and more Americans are choosing to design their family trust with the goal of enriching the lives of their family. These gifts are often designated for education, and more recently, travel.
Many people are interested in giving gifts for both education and travel, but don’t realize they can maximize their tax-savings for both goals. By writing a tuition check directly to a qualified educational organization (tax-free) you can fully maximize your savings and free up your annual gift tax exemption for rich travel experiences.
AMERICA’S TOP ADVISORS
Jeffsetter Travel has assembled a highly regarded team of independent legal and wealth management advisors. Each partner understands the unique complexities of creating a family trust for travel and will provide peace of mind by helping counsel clients through the creation and management of the trust.
WORK WITH YOUR OWN FINANCIAL ADVISOR
We understand the importance of existing relationships. If you prefer to work with your own advisors we are happy to integrate them into the process.
Learn more about setting up your own Travel Trust® family plan: