How Rich People Use GRATs to Save MILLIONS in Taxes?

The grantor retained annuity trust (GRAT) is one of the most popular estate planning tools for wealthy taxpayers to save millions of dollars on federal estate and gift taxes.

In this video we cover the basics of GRATs and an Excel model which covers how GRATs are funded and invested in assets, annuity payments to the grantor, and the remaining assets distributed to the beneficiaries free of estate and gift taxes.

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