Qualified Personal Residents Trust, QPRT

A QPRT is a simple way to help reduce federal estate taxes on the generational transfer of a significant piece of family real estate. If a client desires a specific piece of property to remain in the family (i.e. vacation/beach home) as well as be able to get more income to the 2nd generation via rental income then a QPRT can be a perfect fit.

As with any planning techniques available today there are positives and negatives and TailorMade Financial provides superior insight to this and other techniques in relation to achieving the clients’ goals.