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Benefiting from Intrafamily Sales

Marguerite C. Weese |
My Business
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When structured correctly, intrafamily sales may help you reduce gift and estate tax obligations while you pass valuable assets to your heirs.There are a wide variety of methods you can employ when structuring an intrafamily sale, with potential short- and long-term benefits for you and your heirs.Each method has strengths and weaknesses in terms of suitability, complexity, and cost, and your goals will determine which techniques are most appropriate.

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Business Succession Planning through a GRAT

Andrew J. Horwitz, CFP® |
My Business
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If you own a business that you wish to pass on to your heirs, a Grantor Retained Annuity Trust (GRAT) can offer tax savings and other advantages.A GRAT is a popular method of transferring property tax -efficiently, such as stock in a closely held business, to a trust in exchange for an annual payment (or annuity) for a term of years.GRATs allow a business owner to maintain control of the business, while passing along appreciation to the beneficiaries in the form of closely held stock.

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Mutual Fund Basics

Investment Management
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Get a quick lesson on what a mutual fund is and how it works.A mutual fund is a pool of money from several shareholders and is managed by an investment professional.Some of the benefits of investing in mutual funds are professional investment management and diversification.Be sure to read the mutual fund’s prospectus to understand its fees and expenses and other important information about the fund.

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