At USB Group Inc., we understand that managing wealth and minimizing tax liability are top priorities for many of our clients. That's why we offer The GREAT Trust, a type of Intentionally Defective Grantor Trust (IDGT) designed to provide a range of tax-advantaged benefits.
The GREAT Trust is a powerful tool for managing wealth and minimizing tax liability. This type of trust is designed to be "defective" for income tax purposes, meaning that the income generated by the trust is taxed to the grantor rather than the trust itself. This allows the grantor to pay taxes on the income generated by the trust, effectively reducing the size of their estate and minimizing their tax liability.
Our team of experts will work closely with clients to customize The GREAT Trust to meet their unique needs. We understand that every client has different financial goals and priorities, which is why we take a personalized approach to designing benefit plans that meet the specific needs of each client.
The GREAT Trust is designed to provide a range of tax-advantaged benefits, including wealth management, estate planning, and tax minimization. This type of trust can help clients manage their wealth, reduce their tax liability, and pass their wealth on to future generations.
At USB Group, Inc., we take pride in our ability to provide comprehensive and personalized benefit plans to our clients. Contact us today to learn more about The GREAT Trust and how to receive your detailed Brochure.
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