Summary of Alternate Ways to Protect a Home Chart Updated

A big thanks to attorney, Bruce Givner, for updating his popular chart, “Summary of Alternate Ways to Protect a Home” Chart—a free downloadable resource comparing the various estate planning strategies available to clients and prospects to help protect their home. In this simple chart, Bruce compares anything from doing nothing to giving the home to the kids, selling the home to the kids, contributing to a Family Limited Partnership to using more advanced-level estate planning techniques, such as Personal Residence Trusts (“QPRTs”), Grantor Retained Remainder Trusts (“GRATs”) and Private Retirement Trusts (“PRTs”).

To download this chart and other available free resources, click here.

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