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Worth It: Insights on wealth management and personal planning strategies.

Worth It: Insights on wealth management and personal planning strategies.

Business

Episode 1: Is Now a Good Time to Create a GRAT?

Episode 1: Is Now a Good Time to Create a GRAT?

2020-09-20
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With the election only a couple of months away and a possibility that some established estate planning techniques may be unavailable in the future, creating a grantor retained annuity trust while that technique is still available (commonly referred to as a "GRAT") is a relatively simple way to transfer property to your children at virtually no gift tax cost. In order for a GRAT to be successful, your retained annuity from the GRAT must increase in value greater than a hurdle rate. The hurdle rate is linked to the market yield on U.S. government-issued debt, which is largely determined by the Federal Reserve's monetary policy. The hurdle rate for September 2020 and October 2020 has dropped to 0.4%. This all-time low interest rate combined with the current market environment has created a significant opportunity to transfer wealth with minimal gift tax cost by creating a GRAT. In this episode of Worth It, Hank J. Leibowitz and Daniel W. Hatten discuss GRATs in more detail and discuss why now is a good time for clients to create a GRAT.

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More Episodes

Episode 10: You Can Turn Your Home Into Major Estate Tax Savings
2023-06-07
Episode 9: Collecting Cryptocurrency After The Account Owner’s Death
2022-09-19
Episode 8: Decanting to Modify an Existing Irrevocable Trust
2022-08-01
Episode 7: Lifetime Planning - The Benefits of Creating Lifetime Trusts for Children and Other Descendants
2021-07-16
Episode 6: What Estate Planning Documents Does Every Client Need?
2021-05-07
Episode 5: Tax Matters - An Overview Of The Proposed Changes To Federal Transfer Tax Law
2021-04-07
Episode 4: Pain Free Gifting – Using Your Lifetime Gift Tax Exemption With Residences and Outstanding Loans?
2021-01-04
Episode 3: Having Your Cake and Eating It Too - How to Use SLATs to Use Your Lifetime Gift Tax Exemption?
2020-11-24
Episode 2: Should You Use Your Gift Tax Exemption in 2020?
2020-11-02
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