Advanced Estate Planning for High-Net-Worth Retirees: Solving Real Problems with ILITs, GRATs, and CRTs

Imagine this: Sarah and Robert, a retired couple in their late 60s, have spent decades building a comfortable life. Robert sold a successful business, and their combined estate, valued at $15 million, includes a mix of real [...]

2025-01-30T18:27:55+00:00January 30th, 2025|blog, Estate Planning|
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