Eliminate your family's estate tax with trust planning

If you expect your family to go over the federal estate tax exemption, advance planning can help you eliminate millions of dollars of taxes.

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Keep more of your
hard-earned gains
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Thousands of users and use cases just like yours

Selling your business

Defer 100% of the capital gain taxes when you sell your business and reinvest the savings in your next venture, or for retirement.

Selling crypto

You've decided to take some gains off the table. Eliminate the taxes and redeploy 100% of your capital immediately.

Selling public stock

You made a smart bet, and it's paid off. Diversify your portfolio and eliminate the otherwise debilitating tax bill in the process.

Selling real estate

Write off the gains when you sell the family home, a rental unit, or a bigger property so you can take on the next project or diversify.

Selling startup equity

It's the biggest win you're likely to see. Keep more of it and make your hard-earned gains work for you.

High ordinary income

You're a high earner, and you no longer need much liquidity. Learn how you can write off up to 100% of your income this year.

Reducing estate tax

You've done well, for yourself and your family. Plan for the next generation today, and do it tax free.

Keep more of your wealth in the family with a Grantor Retained Annuity Trust

If you aren't sure whether you'll reach the estate tax limit, or if you're more concerned about income taxes in the near future, consider our tax planning solutions.
Learn more or schedule a call with our team ➞

Simple, short-term strategy

With our optimized rolling, zeroed-out GRAT strategy, you can pass millions of dollars to your heirs free of estate tax.

SIMPLE SET UP
GRATs are among the simplest vehicles we offer. Set up your trust in under an hour, and we'll help you transfer your assets.
FLEXIBLE INVESTMENT
Put your money to work just as you would have before.
TAX-FREE INHERITANCE
Any growth above the IRS's statutory interest rate will go to your heirs free of estate tax. You'll receive the remainder back as an annual distribution.
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Tried and true

Half of the 100 richest American families use Grantor Retained Annuity Trusts to pass their wealth on to the next generation.

- Annuity.org (July 1, 2020)

Bottom line

Our clients have earned an extra 30%, on average, with GRATs

Enter a few data points and see the potential additional gains from estate tax planning with a GRAT. The tool is customizable, too, so you can tell us more about your family and liquidity needs to get an even more accurate picture.

CALCULATE THE ESTATE TAX SAVINGS

Our approach: We win if you win

Different

No up-front cost

Because we've automated the process of forming a tax-advantaged trust, we can set up your account for free, and we only start charging if you decide to move your assets in.

Contingent

Minimal fixed fees

Once you move assets into your trust, we charge a reasonable, fixed fee to cover the costs of administration, like annual filings, accounting, and asset custody.

Aligned

We make money if you do

Our interests are aligned: You'll also pay us a small portion of the value of your trust assets every year, so our earnings only go up only if ours do. We're working for you.

From our series on estate tax planning

The Basics of Rolling GRATs

How are GRATs structured to maximize the estate tax benefits and minimize the risks?

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Guide to GRATs

Get up to speed on the single most powerful tool for high-net-worth individuals to reduce estate tax: the Grantor Retained Annuity Trust

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Common Estate Tax Planning Questions

We answer the most common questions we hear about estate tax planning and GRATs

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START SAVING TODAY!

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