Estate and Wealth Transfer – Page 9 – Putnam Wealth Management

College Savings Estate and Wealth Transfer

Helping a grandchild save for college with a 529 may have added benefits

Helping a grandchild save for college with a 529 plan may be rewarding for the grandparent as well as the child, especially with estate taxes poised to return in 2011. Grandparents may open a 529 plan as a gift to a grandchild, with the grandparent remaining as the owner of the plan. Grandparents may deposit

Estate and Wealth Transfer

A window of opportunity to transfer wealth without gift or estate taxes may be closing

Grantor Retained Annuity Trusts (GRATs) are a powerful vehicle for transferring assets to family members free of gift and estate taxes. Clients who wish to take advantage of their tax benefits need to act soon. A GRAT can be funded with a wide range of investments and is typically established for a term of two