Wealth Transfer In A Low Rate Environment
admin2017-03-13T16:07:56-07:00For those fortunate few individuals whose personal wealth exceeds the current estate-tax exemption threshold -- $5.43 million for 2015 rising to $5.45 million for 2016 -- today's historically low interest rate environment offers potentially powerful wealth transfer opportunities. Recent low rates of interest have affected two important factors used to value wealth transfers involving trusts [...]