Articles Posted in Grantor Trust

While there’s a time limit on this great opportunity for tax-free giving—2025, unless Congress makes some changes—this is a good time to take advantage of minimizing your tax liability through generosity. There’s a new big break for top-dollar wealth transfers, thanks to the new tax law. Basic rule: the more…

Utilizing intrafamily loans and trusts is one way that wealthy families can maximize their estate planning strategies.  A recent issue of Barron’s features, “How Family Loans and Trusts Can Create Big Wins,”  and outlines the specifics on intrafamily loans as an estate planning tool. The note has a fixed value,…