NGE On Demand: GRAT Trusts with Eric Mann
Although the IRS is now on high alert for wealthy individuals, new and existing planning opportunities are available, such as tax-free gifts and other advantageous planning. Wealthy individuals and families should take...more
If you aren’t keeping up with the IRS’ release of federal interest rates, they recently announced the applicable federal rates (AFR) for March 2021. March’s AFR for mid-term notes is 0.62%. For reference, just a year ago, as...more
First, and most important, we are thinking of all of our clients and friends and hoping everyone is safe and healthy at this challenging time. We have heard the following statement frequently of late: “Never let a crisis...more
In this final installment in our three-part series, we discuss the planning technique known as Charitable Lead Annuity Trusts (CLATs). Like Intra-Family Loans and Grantor Retained Annuity Trusts (GRATs) described in previous...more