Estate Planning

Estate Planning Blog - JLFranklin Wealth Planning

Why You Should Have a Will

A will allows you to specify what you want to happen to your assets after you die. Your need for a will is not based on your age. And you probably need one if you’re wealthy or not. If you don’t have a will, here’s

Wealth Transfer Strategies: GRATs

Four years before the Facebook IPO, co-founders Mark Zuckerberg and Dustin Moskovitz each set up GRATs. Just before the IPO, those GRATs were estimated by Forbes to transfer a total of at least $185 million gift tax free to their non-charitable beneficiaries.  GRATs, or
Preserving the Wealth of Successful High-Tech Community Members
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Preserving the Wealth of Successful High-Tech Community Members
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The BE WISE Planning Strategy
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The BE WISE Planning Strategy
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