A Balanced Solution

When we recommend ways for our clients to reduce their estates, we're mindful that clients generally want a comfortable cushion for retirement. But, providing this comfortable cushion is often inconsistent with reducing their estates enough to avoid estate tax. Consider solving this problem by using a beneficiary grantor trust (BT). A BT is an irrevocable trust that a third party creates for your

When we recommend ways for our clients to reduce their estates, we're mindful that clients generally want a comfortable cushion for retirement. But, providing this comfortable cushion is often inconsistent with reducing their estates enough to avoid estate tax. Consider solving this problem by using a beneficiary grantor trust (BT).

A BT is an irrevocable trust that a third party creates for your client. Your client is the beneficiary, can be a trustee and has the broadest possible no

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