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Great Time for a GRAT

A grantor retained annuity trust can form the cornerstone of an estate plan. By Megan M. Burke, CPA, Ph.D.October 1, 2019 *Published via Journal of Accountancy https://www.journalofaccountancy.com/ Grantor retained annuity trusts (GRATs) ­represent an opportunity for a client to transfer appreciating assets to the next generation with little to no gift or estate tax consequences....

Practicing Gratitude
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Practicing Gratitude

Happy November!  Expressing gratitude for your life and the good things in it daily is a wonderful & healthy thing to be doing year round, but especially during the month of November!  Practicing gratitude in a real and meaningful way leading up to Thanksgiving is a perfect way to kick off the holidays.  I’ve found...