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Ryan Anderson is a private wealth advisor for the Private Wealth division and senior partner of Blue Trust. He primarily serves clients in Houston and Dallas out of the Houston office. As a CERTIFIED FINANCIAL PLANNER®certificant and an experienced wealth advisor to individuals, families, foundations, and businesses, Ryan uses his objective perspective to help clients […]
Ryan Harter is a private wealth advisor for the Private Wealth division of Blue Trust and serves clients out of the office in Indianapolis, Indiana. As a CERTIFIED FINANCIAL PLANNER® professional and an experienced wealth advisor to individuals, families, and businesses, Ryan uses his objective perspective to help clients make wise financial decisions to experience […]
Ryan Blackburn is a managing director for the Private Wealth division and partner of Blue Trust. As managing director, Ryan oversees the day-to-day operations, growth, and expansion of the office in Holland, Michigan. In addition to his leadership role, Ryan works with individuals, families, and businesses, using his objective perspective to help them make wise […]
Written by Ryan Anderson, Sr. Partner and Private Wealth Advisor, and Mike Bleck, Partner and Sr. Estate Planning Advisor The estate tax landscape has just shifted in a way we haven’t seen in decades. With the passage of the One Big Beautiful Bill Act (OBBB), the federal estate tax exemption is now permanently set at $15 […]
Written by Ryan Anderson, Sr. Partner and Private Wealth Advisor, and Mike Bleck, Partner and Sr. Estate Planning Advisor For ultra-high-net-worth families, the estate tax is rarely a “surprise”—but it can still be a disruptive force. With the permanent $15M per person exemption now in place (about $30M for a married couple, indexed for inflation), many families […]
Written by Ryan Anderson, Sr. Partner and Private Wealth Advisor, and Mike Bleck, Partner and Sr. Estate Planning Advisor The permanent $15M per person estate tax exemption has given wealthy families breathing room. But if your estate is at or above $30M, every dollar over the exemption is still subject to a 40% estate tax. That’s […]
Written by Ryan Anderson, Sr. Partner and Private Wealth Advisor, and Mike Bleck, Partner and Sr. Estate Planning Advisor For many ultra-high-net-worth families, the most valuable asset isn’t a portfolio of marketable securities—it’s an operating business. If you’re an owner in the early or mid-growth stages, or on the path toward a major liquidity event […]
Written by Ryan Anderson, Sr. Partner and Private Wealth Advisor, and Mike Bleck, Partner and Sr. Estate Planning Advisor An Intentionally Defective Grantor Trust (IDGT) is one of the most effective ways to move appreciating assets out of your estate without triggering immediate gift tax. The “defective” part refers to income tax; the IRS treats […]
Written by Ryan Anderson, Sr. Partner and Private Wealth Advisor, and Mike Bleck, Partner and Sr. Estate Planning Advisor A Family Limited Partnership (FLP) is both a management structure and a tax strategy. It allows you to: Consolidate family business or investment holdings. Transfer limited partnership interests to family members at discounted values. Retain control while moving […]
Written by Ryan Anderson, Sr. Partner and Private Wealth Advisor, and Mike Bleck, Partner and Sr. Estate Planning Advisor A Qualified Personal Residence Trust (QPRT) allows you to transfer your home to heirs at a reduced gift tax value, while retaining the right to live there for a set number of years. This approach works well when: […]
Written by Ryan Anderson, Sr. Partner and Private Wealth Advisor, and Mike Bleck, Partner and Sr. Estate Planning Advisor The permanent $15M per person federal estate tax exemption changes the estate planning landscape—but for families at or above $30M, the stakes remain high. Every dollar over the exemption faces a 40% tax, and without planning, the IRS […]
Written by Ryan Anderson, Private Wealth Advisor, and Blake Mankin, Financial Planner, in Blue Trust’s Houston, Texas office Blue Trust specializes in helping clients understand strategic approaches for giving generously to the ministries and charities they’re passionate about. Many donors are familiar with how to donate liquid assets like cash; however, they can also give […]
In our “Wisdom for Wealth. For Life.” podcast series, we share financial advice and wisdom from our network of wealth advisors and thought leaders in the industry, and from around our community of over 10,000 financially blessed families who apply biblical wisdom to their financial planning and giving. Episode 13: FAQs with Blue Trust […]
Written by Ryan Anderson, Private Wealth Advisor, and Blake Mankin, Financial Planner, in Blue Trust’s Houston, Texas office In times of economic volatility, we encourage investors to remember these truths: God is in control. Contentment is not determined by the markets. An impulsive decision can have long-term implications. We’ve been here before, and we’ve made […]
Written by Ryan Anderson, Private Wealth Advisor, and Blake Mankin, Financial Planner, in Blue Trust’s Houston, Texas office When stock markets are dropping, we may feel our anxiety rising. This response is common and understandable. If the stock tickers are flashing red, the headlines are screaming bad news, and the world feels particularly unstable, then […]
Written by Ryan Anderson, Private Wealth Advisor, and Blake Mankin, Financial Planner, in Blue Trust’s Houston, Texas office At Blue Trust, we have the privilege of working with many business owners who prioritize generosity and have a desire to make significant gifts to churches and charities that they support. Many clients choose to work with […]