Do You Have A Rapidly Appreciating Business
You Want to Pass on to Your Heirs?
The Intentionally Defective Grantor Trust is used to pass wealth to your heirs and avoid estate taxes. It freezes the value of an appreciating asset for estate tax purposes, which can be important in a closely held business that is appreciating quickly. You can read more about it inside our Wealth Management Vault.
If you are trying to pass a business to your children, an Intentionally Defective Grantor Trust is a good option. Otherwise, we use other strategies to mitigate capital gains taxes and estate taxes on highly appreciating assets.
To know what these other strategies are, and to decide when to use which one to serve your purposes, call us at 727-588-1540, or sign up for our free consultation and write us your questions. We’ll get back to you with answers soon.
