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Gross Mendelsohn Blog

A resource to help business owners, nonprofit executives and high net worth families preserve wealth, grow and thrive.

David Lanchak

Blog Feature

Business Valuation  |  Construction & Real Estate  |  High Net Worth Families  |  Manufacturing & Distribution

Why a Business Valuation is Necessary for Estate Planning

The last few years were filled with uncertainty regarding the future of estate and gift taxes. There was a flurry of activity as people made gifts to take advantage of relatively favorable tax laws, which were due to revert to significantly less friendly provisions starting January 1, 2013.  

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Blog Feature

High Net Worth Families

How Can I Reduce or Even Eliminate Gift and Estate Tax?

A GRAT can be an effective estate planning tool for lowering taxes. What is a GRAT (Grantor Retained Annuity Trust), and What are the Benefits? A Grantor Retained Annuity Trust, or GRAT, is an estate planning tool that provides an individual the opportunity to transfer the growth on appreciating assets to their children or other named beneficiaries with very little or no gift tax consequences.

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