With the $15M exemption permanent, GRAT estate planning shifts appreciation out of an estate without spending it. The June 2026 math at a 5.0% hurdle rate.
With the $15M exemption permanent, GRAT estate planning shifts appreciation out of an estate without spending it. The June 2026 math at a 5.0% hurdle rate.
Spousal Lifetime Access Trusts surge in 2026 as OBBBA’s permanent $15M estate exemption rewrites the math. Reciprocal-trust pitfalls advisors must avoid.
The morning brief for wealth professionals — free.