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...

The Continuing Relevance of ILITs

Volume 4, Issue 8 The last issue of The Wealth Counselor addressed how life insurance is often a critical component of clients’ estate and wealth plans, along with strategies for clients to pay for large insurance premiums. This issue addresses a similarly...