Difficult talks in estate planning

  Below is a good short article from the cbs local station in Boston on estate planning.  Specifically, how many families are truly struggling with the difficult talks in starting the estate planning process. We know exactly how difficult this can be....

Estate Planning – Tough Choices on GRATs

One of the tools that we use in our estate planning for larger estates (that is, those that face some sort of potential estate tax issue) is the Grantor Retained Annuity Trust.  These trusts contain an annuity portion, as well as a part that is considered a gift...