Financial Tips For Everyone

The Financial Planning Blog

Your go-to financial planning and wealth management resource, whether you're just getting started or well on your way to a financially secure future.

Blog Feature

Estate Planning  |  GRAT  |  GRATs  |  GRUT  |  GRUTs  |  Grantor Retained Annuity Trust (GRAT)  |  Grantor Retained Unit rust  |  Legacy Planning  |  Wealth Management


GRATs and GRUTs are irrevocable trusts designed to transfer assets to the next generation at a reduced gift tax value. The current owner/grantor retains the right to receive income payments for a fixed period of years. At the end of the term, the ownership of the assets shifts to a subsequent generation.

Read More