Two men sitting at a table with documents, a tablet, and a calculator discussing a document in one of the man’s hands.

Kristin Shirahama Writes “Plan Ahead for Potential Estate and Gift Tax Changes” for Rethinking65

Rethinking65 has published “Plan Ahead for Potential Estate and Gift Tax Changes” by Kristin Shirahama. With this year already off to an eventful start, some clients may be gaining a “bonus year” to allow them to retool their gifting to minimize their taxable estates.  Kristin Shirahama discusses why clients should be making these changes.

Over the years, individuals have created these GRATs to quickly chisel a boatload of assets out of their estates, gift gains to heirs tax-free, and enjoy regular annuity payments. For clients with significant wealth to protect, GRATS have provided “the best of all possible worlds” — but some potential changes may affect who finds them most beneficial in the future.

Continue reading “Plan Ahead for Potential Estate and Gift Tax Changes” on the Rethinking65 website.

Categorized: Estates, Gifting

Tagged In: , , , , , ,

About the Authors

Kristin Shirahama
Stay Connected
LinkedIn

Partner

Kristin Wildman Shirahama

Kristin Shirahama, Private Client Practice Area Leader, is a Massachusetts trust and estate lawyer with over 20 years of experience who uses her listening skills, empathy and knowledge of the law to help individuals and families with difficult estate and gift planning concerns. Trustees, guardians and other fiduciaries regularly rely on Kristin for trust and estate administration, and she often serves as trustee and executor or personal representative. 

Stay Connected
LinkedIn

More Posts by Author ›

About the Authors

Kristin Shirahama
Stay Connected
LinkedIn

Partner

Kristin Wildman Shirahama

Kristin Shirahama, Private Client Practice Area Leader, is a Massachusetts trust and estate lawyer with over 20 years of experience who uses her listening skills, empathy and knowledge of the law to help individuals and families with difficult estate and gift planning concerns. Trustees, guardians and other fiduciaries regularly rely on Kristin for trust and estate administration, and she often serves as trustee and executor or personal representative. 

Stay Connected
LinkedIn

More Posts by Author ›

Stay Connected

Subscribe to Blog

Enter your email address to subscribe to this blog and receive notifications of new posts by email.