Tag: IDGT

We Want to Draft Your Legacy

Can the Estate Tax Be Avoided with a Trust?

May 17, 2021
The estate tax exemption raised by the Tax Cuts and Jobs Act will sunset in five years—possibly sooner, as the new Congress gears up for a Biden tax overhaul.
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How Does an Intentionally Defective Grantor Trust Work?

July 10, 2020
This type of trust can be established to benefit your spouse, children, grandchildren and other descendants. However, it may be more appropriate in some situations than others. Getting to know the details of what an IDGT is and how it works can help you decide if it makes sense for you.
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