In this quarter's Estate Planning and Probate Group eNewsletter, I wrote about how falling interest rates and stagnant or falling asset values are combining to create a unique window of opportunity for gift planning. In particular, the next several months will likely present one of the most advantageous periods in many years for creating a grantor retained annuity trust (GRAT).
Read the entire newsletter and article here: http://archive.constantcontact.com/fs045/1102017010064/archive/1102083698761.html
Wednesday, May 7, 2008
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