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Understanding the GRAT Hurdle Rate

Understanding the GRAT Hurdle Rate

What the “GRAT hurdle rate” actually means

When is the right time to estate plan?

When is the right time to estate plan?

Most people wait too long to start estate planning—and pay for it later. Attorney CJ Eagar makes the case for starting early: protect your family, reduce costs, and stay flexible as life evolves. Estate planning isn’t for someday—it’s for everyone.

Estate planning: The hidden driver of AUM retention

Estate planning: The hidden driver of AUM retention

Estate planning is no longer a "nice-to-have." It’s one of the most effective ways to retain assets across generations. When you make it a core part of your value, you build trust, deepen loyalty, and future-proof your book.

QCDs just got smarter under the new tax law

QCDs just got smarter under the new tax law

QCDs are one of the more underused tools in charitable and retirement planning, and thanks to recent changes in the tax code, they’ve become even more valuable.

Customer Story: Chambers O'Brien

Customer Story: Chambers O'Brien

Learn how George Chambers uses Estate Guru to deliver estate plans that build trust, drive revenue, and keep clients coming back.

Why estate planning matters: Key benefits for advisors and clients

Why estate planning matters: Key benefits for advisors and clients

A practical guide to how estate planning protects assets, reduces risks, and strengthens advisor-client relationships.

The importance of Powers of Attorney

The importance of Powers of Attorney

Powers of Attorney: The simple documents that save families time, money, and heartache.

The real benefits of a trust

The real benefits of a trust

Setting up a trust has more benefits than just avoiding court.

How to help clients use the $28M estate tax exemption before it’s too late

How to help clients use the $28M estate tax exemption before it’s too late

This is more than a tax deadline—it’s a once-in-a-generation opportunity for advisors to guide high-net-worth families through strategic, multigenerational planning.

The $124 trillion "great" wealth transfer is here

The $124 trillion "great" wealth transfer is here

What today’s advisors can do to keep assets, earn loyalty, and stay relevant for decades

Planned or not—every client has an estate plan

Planned or not—every client has an estate plan

Here's where strategy beats theory.

The advisors estate planning advantage

The advisors estate planning advantage

What every estate planner should know to stay trusted, relevant, and retained.

Platform update: Exceptional planning starts here

Platform update: Exceptional planning starts here

Explore the latest platform updates — with new tools for client engagement, distribution control, plan sharing, and built-in support for planners and clients.

What the 2024 U.S. Presidential Election results could mean for estate planning

What the 2024 U.S. Presidential Election results could mean for estate planning

Here's a look at what the election results could mean for estate planning and why you should consider potential impacts on your client’s financial futures.

What the New Presidency Means for the Future of Estate Planning

What the New Presidency Means for the Future of Estate Planning

The new presidency brings important changes for estate planning, especially in tax policies and exemptions. We've highlighted key updates advisors need to know for 2025.

Simple Wills, Do They Really Simplify Things?

Simple Wills, Do They Really Simplify Things?

Here's what you need to know about simple wills and whether they really keep life simple.

Understanding the GRAT Hurdle Rate

Understanding the GRAT Hurdle Rate

When is the right time to estate plan?

When is the right time to estate plan?