Blog

Investing Blog - JLFranklin Wealth Planning

The financial world makes a lot of news. Our blog offers timely commentary and time-tested tips that can help you make sense of what’s happening.

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
×
Preserving the Wealth of Successful High-Tech Community Members
×
The BE WISE Planning Strategy
×
The BE WISE Planning Strategy
×