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The GRAT Enhancement Strategy

Use life insurance to move appreciation of successfully transferred assets to a dynasty trust.
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Today, successful estate planning is being hindered by three important factors: (1) many clients are currently delaying planning; (2) time introduces risks into every estate plan; and (3) many estate plans require additional planning. Taken together, these three factors are preventing many clients’ estate plans from delivering optimal results.

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TAGS: Insurance
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