Now may be an opportune time to gift assets out of your estate, particularly through an estate planning technique known as the Grantor Retained Annuity Trust (“GRAT“)—a small silver lining of the alarming pandemic and down...more
9/4/2020
/ Estate Planning ,
Estate Tax ,
Estate-Tax Exemption ,
Fair Market Value ,
Grantor Retained Annuity Trusts (GRATs) ,
Grantor Trusts ,
Income Taxes ,
Internal Revenue Code (IRC) ,
Irrevocable Trusts ,
Tax Liability ,
Tax Planning ,
Tax Rates
Major tax reform discussions are ongoing in Washington and Sacramento while everyone at home is busy navigating the pandemic. Many commentators are predicting that budgetary pressures resulting from the COVID-19 stimulus...more
9/4/2020
/ Estate Planning ,
Generation-Skipping Transfer ,
Gift-Tax Exemption ,
Grantor Trusts ,
Income Taxes ,
Individual Retirement Account (IRA) ,
Irrevocable Trusts ,
Joe Biden ,
Legacy Funds ,
Property Tax ,
Roth Conversions ,
Tax Haven ,
Tax Planning ,
Tax Rates ,
Tax Reform