Steeply Declining Rolling GRATs: Perhaps the Best GRAT ever

Article

Some Basic GRAT Concepts Grantor Retained Annuity Trusts (GRATs), described in Code Sec. 2702(b), are successful in transmitting property out of a property owner’s estate at no estate tax cost and no or minimal gift tax cost to the extent the assets contributed to the...

A Will or a Trust – That is the Question

Article, Estate Planning, wealth preservation

A WILL OR A TRUST – THAT IS THE QUESTION When a couple with young children approach estate planning for the rst time, the rst hurdle in the planning process is to determine what type of estate plan to use: one that is based on a Will or one that is based on a...

VLOG – Taking my Property Taxes With Me – McDowall Cotter 5/28/2020 12pm

On Thursday, May 28th from 12:00pm – 12:30pm, McDowall Cotter’s attorneys Stefani Coggins and Robert Vale will be hosting Part Two of their vlog on Taking my Property Taxes With Me! To join this vlog, please follow this...

Vlog – Truths and Myths About Estate Planning – McDowall Cotter 5/20/2020 12:00pm

Join us on Wednesday, May 20th from 12:00pm – 12:30pm for McDowall Cotter’s vlog on Truths and Myths About Estate Planning.  To access this vlog, please click here:https://us02web.zoom.us/j/82897238494 If you have questions about how or why you need to...

VLOG – The Whys and Why Nots of Using a Professional to Manage Your Estate – McDowall Cotter 5/14/2020 12pm

On Thursday May 14th from 12:00pm – 12:30pm, attorneys Stefani Coggins and Robert Vale for their vlog on The Whys and Why Nots of Using a Professional to Manage Your Estate in the Event of Death or Incapacity. To join this vlog, please click...