GFI -Global Financial Impact

01/30/2026

01/30/2026

Facts on facts on facts!!!!

01/30/2026

01/30/2026

That’s correct planning!!

This is why wealthy people do not “take profits.”

They borrow.

The headline is dramatic, but the mechanism is real.

Under current law, if you sell appreciated stock, you trigger capital gains tax.

If you do not sell, you can potentially borrow against the portfolio for liquidity instead.

Loans are not income, so there is no capital gains tax at the moment you borrow.

Then, if you die still holding the asset, your heirs may get a step up in basis to fair market value, which can erase the capital gain that existed during your lifetime.

That is the play people call “buy, borrow, die.”

It is not magic.

It is leverage, interest costs, risk, and a tax code that rewards holding assets.

Also, a trust is not the secret sauce here.

The step up is generally a death benefit, not a “trust hack.”

And if your estate is big enough, estate tax planning becomes the real chess match.

01/28/2026

01/10/2026

01/06/2026

If you would like to know how to set your family Legacy in stone like me please DM me lets walk through It together or “Linq”with me -
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Let’s get your family Legacy set 💰

12/30/2025

Haven’t you waited long enough ? Procrastination got you where you are now!
Linq with me let’s let’s begin a legacy that will never end -

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Or DM me -

12/29/2025

Get a little uncomfortable! It pays off later.
Linq with me set up a Callendy appointment

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