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Grantor Retained Trusts & Unitrusts

A critical component of estate planning is wealth management, especially for individuals who want to protect their assets and minimize taxes. Two wealth management tools used in estate planning are grantor-retained annuity trusts (GRATs) and grantor retained unitrusts (GRUTs). These…

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Medicaid Gift Penalty

As Americans age, we are also living longer, which means more of us will require long-term care in the future. It is estimated that seven out of ten Americans will need long-term care during their lives. Long-term care can include…

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