A Grantor Retained Annuity Trust (GRAT) is comparable to an annuity. You place funds in the annuity and receive an annual payout based on the IRS…
A Bypass Trust, also known as a Credit Shelter Trust, lets a married couple double the estate tax exemption. For example, if the husband dies first,…
In a recent article in the Wall Street Journal titled, How to Fix Your Life in 2009, Eleanor Laise provides advice for individuals whose stock portfolios…
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