Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Marguerita is a Certified Financial Planner (CFP), Chartered Retirement Planning Counselor ...
Grantor retained annuity trusts (GRATs) represent an opportunity for a client to transfer appreciating assets to the next generation with little to no gift or estate tax consequences. Wealthy ...
IMGCAP(1)]The current uncertain political, economic, and tax environment has led many people to postpone preparing or updating their estate plans. However, even during these uncertain times, there are ...
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