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The latest edition of On Watch is now available for download. This issue features articles about creating and funding Grantor Retained Annuity Trusts (GRATs), making Roth IRA conversions in the current market environment, and using intrafamily loans in the current low interest rate environment. Contributors to this issue are Leslie Kiefer Amann, JD; Richard A. LaFont, CPA; and Katherine M. Rose, MBA, CFA.

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Sentinel Trust Onwatch April 2020 1

Download the latest edition here.

POSTED IN: Administration, Investments, On Watch, Planning

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