Congratulations to my fellow WealthCounsel members–Principal Stan Miller and CEO Jonathan Mintz–who were prominently quoted by one of the nation’s largest news syndicates based in New York City. Bloomberg News syndication services launched a newswire story on Dec. 2, 2009 entitled “Estate Trust Strategy May Save Taxes for Wealthy on Asset Gains.”

To read the entire article click here.  To learn more about on how Grantor Retained Annuity Trusts (GRATs) can help you preserve your estate for your heirs contact our office.