With our optimized rolling, zeroed-out GRAT strategy, you can pass millions of dollars to your heirs free of estate tax.
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)
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
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.
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.
Our interests are aligned: You'll also pay us a small portion of the value of your trust assets every year, so our earnings go up only if ours do. We're working for you.