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Selling Assets to an Internationally Defective Grantor Trust

An intentionally defective grantor trust can help you freeze certain assets for estate tax purposes.

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Intentionally Defective Irrevocable Trust

Selling assets to an intentionally defective irrevocable trust can allow you to transfer to your beneficiaries with little or no gift and estate tax.

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A Guide to Grantor Retained Annuity Trusts

A grantor retained annuity trust (GRAT) can be used to transfer assets to your beneficiaries with little or no gift or estate tax cost.

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Artwork & Your Legacy: Stewarding Your Collection

Art collections often represent an important part of a family’s legacy, making their stewardship fraught with emotional and financial considerations.

7 min read

Understanding the Basics of Revocable and Irrevocable Trusts

Understanding personal trusts doesn’t need to be overly complicated.

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Annual Gift Tax Exclusion Explained

The annual exclusion amount permits donors to give without facing a gift tax. What should you consider in regards to annual exclusion gifting?

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