Wealth Strategies

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  Tax Planning Advice: The Benefits of a GRAT—Benjamin Ledyard

  By Michael S. Fischer  |  March 11, 2011

  Grantors can make a gift, utilize the exemption and receive income from the gifted asset using a GRAT strategy.

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  Tax Planning Advice: Consider Transferring a Residence to a QPRT—Ben Ledyard

  By Michael S. Fischer  |  March 8, 2011

  Transferring wealth through gift strategies is more attractive since the 2010 tax law raised the exemption.

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  Tax Planning Advice: Gift Assets Likely to Appreciate--Benjamin Ledyard

  By Michael S. Fischer  |  March 2, 2011

  Pick assets that you can spare, are depressed and expected to appreciate for gift strategies.

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  Tax Planning Advice: 2010 Tax Law Gifting Strategies—Benjamin Ledyard

  By Michael S. Fischer  |  March 2, 2011

  The 2010 Tax Act offers a tantalizing opportunity for wealth transfer through gift strategies. But it may sunset in two years.

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  Estate Tax and Gift Plans Can Greatly Reduce Tax on Wealth Transfers

  By Kathleen McBride, AdvisorOne  |  January 10, 2011

  Strategies for transfer take advantage of the two-year tax window and a long-term plan.