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Wealth Management: Grantor Retained Income Trusts (GRITs)
Read more: Wealth Management: Grantor Retained Income Trusts (GRITs)GRITs, also known as Grantor Retained Income Trusts (GRITs), are a type of estate planning tool used to transfer assets to a trust while still retaining the right to receive income from…
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Spousal Lifetime Access Trust (SLAT)
Read more: Spousal Lifetime Access Trust (SLAT)What You Need to Know About the Spousal Lifetime Access Trust (SLAT) Preserving intergenerational wealth means keeping costs low. The biggest costs most of us face are taxes. The estate tax will…
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What is a Durable Power of Attorney?
Read more: What is a Durable Power of Attorney?A durable power of attorney is a legal document that allows you to appoint someone else, known as your “attorney-in-fact” or “agent,” to act on your behalf in financial and legal matters.…
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How to Choose a Trustee
Read more: How to Choose a TrusteeA trustee is a person or entity entrusted with assets to hold and manage for the benefit of the beneficiary. Trustees generally act under a fiduciary duty and can be a trust…
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