How the 0.1 Percent Save Millions on Estate Tax

In Episode 109 of The Tax Strategy Podcast, Lucas and Luna unpack how ultra-high-net-worth families use grantor retained annuity trusts (GRATs) to move millions out of their taxable estates with almost no gift tax cost. They walk through the mechanics, the 7520 rate that dictates success, and why October 2026 is a critical moment before rates reset. A concrete look at a strategy that sounds like magic but is perfectly legal — and increasingly popular as estate tax exemptions are set to drop in 2026. No fluff, just the numbers and the logic behind one of the most powerful tools in advanced estate planning. #EstateTax #GRAT #WealthTransfer #TaxPlanning #EstatePlanning #IRS #UltraHighNetWorth #GiftTax #7520Rate #TaxStrategy #FamilyOffice #Finance #Business #WealthManagement #FexingoBusiness #BusinessPodcast #TaxPodcast #TheTaxStrategyPodcast Keep every episode free: buymeacoffee.com/fexingo