GRATs allow you to reduce estate taxes while protecting long-term wealth. We structure these trusts to shift appreciation away from your taxable estate and pass assets to your heirs under favorable terms. Recent rule changes and tax rate shifts demand a closer look at how these trusts now function … [Read more...] about Are GRATs Still a Smart Estate Planning Tool in 2025?
Best Times to Update Estate Plans
If you already have estate plans, then you are a step ahead of most people. Making plans for your estate ahead of time, especially if you have a large estate, is a smart choice. While it is never too early to make plans, you may need to update those plans if you have a long stretch of time after you … [Read more...] about Best Times to Update Estate Plans
New Year Resolution – Getting Your Affairs in Order
As we enter the New Year, many of us have a list of resolutions we’d like to accomplish. One resolution that is often overlooked but is an important one to consider is getting your affairs in order. There are many steps that can be taken to make sure that our affairs are in order so that we can … [Read more...] about New Year Resolution – Getting Your Affairs in Order
