December 17, 2008
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With a Grantor Retained Annuity Trust (GRAT), you can avoid gift-tax consequences while temporarily freezing the value of an asset that will be worth more later.
The asset can be shares in a company that is likely to go public or beaten down shares of stock that are likely to appreciate.
Like loans, GRATs mature within a [...]
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December 2, 2008
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(This is the third installment in a six-part series of powerful planning strategies that will help you take advantage of a down market and protect wealth.)
Here’s another great technique you can use to transfer wealth in an advantageous and unique way: gifting an asset’s appreciation while keeping its income.
An Intentionally Defective Grantor Trust (IDGT) is [...]
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