Advanced Wealth Transfer
GRATs, CRTs, QPRTs, and complex vehicles.
The GRAT Playbook: How Billionaires Pass Wealth Tax-Free
A deep dive into the mechanics of the 'Zeroed-Out GRAT,' the most powerful wealth transfer tool in the U.S. tax code.
QPRT: Gifting Your Home While Still Living In It
An explanation of how to leverage a QPRT to remove a highly appreciated primary or vacation home from your taxable estate at a fraction of its actual value.
Charitable Trust or Direct Gift? The Philanthropy Calculator
An interactive tool that compares the financial outcomes of donating highly appreciated assets directly versus using a Charitable Remainder Trust to generate lifetime income.
Donor-Advised Fund vs. Private Foundation
A detailed comparison of the two most popular vehicles for structured philanthropy, helping you decide which offers the right balance of control and administrative ease.
The FLP: Consolidating Assets and Discounting Value
An overview of how Family Limited Partnerships allow parents to transfer significant wealth to children while retaining absolute control and claiming steep valuation discounts.
SLATs: Having Your Cake and Eating It Too
A guide to the SLAT, a popular strategy for wealthy couples who want to use their lifetime gift exemption before it drops, without completely losing access to the money.
The IDGT: Why Being 'Defective' is a Good Thing
An explanation of the Intentionally Defective Grantor Trust, a strategy that forces the grantor to pay income taxes on trust assets, allowing the trust to grow tax-free for heirs.
Advanced Trust Selector: Match the Tool to the Problem
An interactive decision tree that analyzes your specific assets, tax concerns, and family goals to recommend the appropriate advanced trust structure.