The SCIN-GRAT

Estate planners can learn from financial planners. For years, financial planners have used hedging techniques to reduce risk or to guarantee a desired outcome. This is done by entering into a transaction that moves in the opposite direction as the first transaction in order to avoid or minimize a loss. Estate planners often recommend life insurance as a hedging tool because it's the ideal solution

Estate planners can learn from financial planners. For years, financial planners have used hedging techniques to reduce risk or to guarantee a desired outcome. This is done by entering into a transaction that moves in the opposite direction as the first transaction in order to avoid or minimize a loss.

All access premium subscription

Your subscription will include 12 months of Trusts & Estates magazine and access to premium content on WealthManagement.com.

Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish