Julio Gonzalez: Engineered Tax Services
Money Tree Investing
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Estate Planning - Is There a Way to Pass Grats?
The concept of a grat. trust will likely go by the wayside, he says. Grats are a great way to pass appreciation to your family on an asset without having to use up any of the unified credit. So this might be the end of the granter retained annuity trust. And i think what we need to really clarify for people is that if you're a high earner, that just doesn't mean you get preferential tax rates. It depends on the characterization of your income.
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