As a recent article explains, a Grantor Retained Annuity Trust (“GRAT”) is a great estate-planning tool for high-net-worth individuals. This type of irrevocable trust permits you to make a lifetime gift of assets to an irrevocable trust in exchange for a fixed payment stream for a specified term of years.
Often, individuals making large transfers to their beneficiaries choose to utilize GRATs because of associated tax benefits.
August 13, 2013 |
As a recent article explains, a Grantor Retained Annuity Trust (“GRAT”) is a great estate-planning tool for high-net-worth individuals. This type of irrevocable trust permits ...
Learn MoreAugust 8, 2013 |
The fact that estate planning is of paramount importance to every American is nothing new. Although it may be uncomfortable to consider your eventual death, ...
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As a recent article explains, sometimes trustees do not do what they are supposed to. Sometimes trustees make mistakes in carrying out their duties while ...
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After “Sopranos” actor James Gandolfini’s unexpected death at the age of 51, a recent article has described his estate plan as disastrous. Americans should take ...
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As a recent article explains, the United States Supreme Court’s recent ruling on same-sex marriage will radically alter estate planning for same-sex married couples. Prior ...
Learn MoreJuly 31, 2013 |
In order to transfer assets to the next generation, some people may choose to use an LLP or LLC. Both of these are legal business ...
Learn MoreJuly 29, 2013 |
According to a recent change in U.S. patent law, specifically the Leahy-Smith America Invents Act, or AIA, the system has been switched from first-to-invent to ...
Learn MoreJuly 24, 2013 |
Can you imagine receiving a few hundred thousand dollars in your account when you were 18 years of age? Typically, parents wish to leave their ...
Learn MoreJuly 17, 2013 |
By creating a succession plan, a business owner can determine what will happen to his or her business once he retires, becomes incapacitated, or dies. ...
Learn MoreJuly 10, 2013 |
Often, succession plans for family businesses only consider the technical aspects of the business. However, it is just as important to consider the softer sides ...
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