Posts tagged as:

GRAT

Rocky Economy is a Good Time to Reduce Your Estate Tax Burden

February 12, 2009

In the past several weeks, I’ve shared some powerful planning strategies with you in hopes of helping you protect and transfer wealth during these tough times.Over the last year, many families have suffered big hits on their stock and real estate portfolios. I can understand why they froze or drastically slowed down their financial dealings. [...]

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Freeze the Value, Avoid Estate Tax, Give Kids the Benefit

December 17, 2008

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 [...]

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