Planning for Life | September 2009

Planning for Life | September 2009

  Planning For Life September 2009 Quick Links Visit Our Website Should You Join the Roth Conversion Parade? Premium May Rise for Medicare Part D Beneficiaries Who Receive Low-Income Subsidy New Web Site Lets Patients Rate Their Doctors How to Cope With a Suspended...

GRATs vs. Sales to Grantor Trusts

Volume 4, Issue 9 Advisors frequently ask which is “better,” a sale to a grantor trust or a GRAT (Grantor Retained Annuity Trust). The answer (no surprise) is, “It depends.” Both are excellent planning tools for the right client in the right...