Summary: This week's Modern Retirement Podcast features Jeff LeForge, one of our CIO Strategists, and discusses an effective wealth transfer tool – the grantor retained annuity trusts. Join us as we explore what benefits GRATs provide, how they actually work, and key considerations when developing a GRAT strategy. Neither UBS Financial Services nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.
