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Blog Posts in October, 2015

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  • Grantor Retained Annuity Trust (GRAT) & Retained Unitrust (GRUT)
    Grantor Retained Annuity Trust (GRAT) & Retained Unitrust (GRUT)

    GRATs and GRUTs have much in common with the qualified personal residence trust. The main difference is that a GRAT or GRUT lets you transfer any asset (not just your home) out of your taxable estate. ...

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  • Business Owners: Have You Planned Your Exit?
    Business Owners: Have You Planned Your Exit?

    You’ve worked hard building your business, but have you thought about what will happen when you are no longer there running the show? According to one study (Small Business Review, Summer 2001), only ...

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  • Private Charitable Foundation
    Private Charitable Foundation

    Instead of giving all that tax money to Uncle Sam after you die and letting Congress decide how to spend it, you can set up your own charitable foundation, donate your assets to it and keep some ...

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  • Happy 18th Birthday, Honey.
    Happy 18th Birthday, Honey.

    You’ll Never Guess What I’m Giving You! Here’s the perfect gift for the new adult in your family…. What are you planning to give your teenager when he or she legally becomes an adult? A car? A deposit ...

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  • Got Stuff? You Need An Estate Plan!
    Got Stuff? You Need An Estate Plan!

    George Carlin would have been a great pitchman for estate planning. You may remember his stand-up routine on “stuff.” We all have stuff, and we’re pretty particular about our stuff. We move it around ...

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  • Finally... Some Reasons to Thank the IRS!
    Finally... Some Reasons to Thank the IRS!

    New IRA Distribution Rules Are A-Okay. Can you believe it? People are actually thanking the IRS! In case you haven’t noticed, calculating the amount you must withdraw each year from your IRA (your ...

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