Message Font: Serif | Sans-Serif
No. of Recommendations: 0


I am a small member of a family business. Some stock is in my parents name as well as some in my own already. For estate planning purposes what are the possible strategies that can be used for transferring of this stock to the next generation (I have children of my own now)? I am aware of the exclusions that are increasing annually but I am looking at all alternatives as well.
Some sources have mentioned G.R.A.T.S but I am not too familiar with the concept. What are they referring too?

P.S. If you have internet links or websites that would be great as all information is appreciated.

Thank you,

Print the post  


In accordance with IRS Circular 230, you cannot use the contents of any post on The Motley Fool's message boards to avoid tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions.
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.