Steeply Declining Rolling GRATs: Perhaps the Best GRAT ever
Some Basic GRAT Concepts Grantor Retained Annuity Trusts (GRATs), described in Code Sec. 2702(b), are successful in transmitting property out of a property owner’s estate at no estate tax cost and no or minimal gift tax cost to the extent the assets contributed to the...
A Will or a Trust – That is the Question
A WILL OR A TRUST - THAT IS THE QUESTION When a couple with young children approach estate planning for the rst time, the rst hurdle in the planning process is to determine what type of estate plan to use: one that is based on a Will or one that is based on a...
Top 5 Tips for Trustees
A trust is a legal contract created by the trust maker. You, the trustee, are overseeing and properly managing the assets in the trust. The assets in the trust are then given to the beneficiaries. The following tips are gathered from What to do When a Loved one...
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