Webinar: Wealth Transfers in a Down Market
Автор: Cherry Bekaert
Загружено: 2020-05-19
Просмотров: 41
Описание:
-Mike Kirkman and John Ure highlight the strategies for gifts, trusts, exemptions, and installment sales to transfer wealth to children and grandchildren while still retaining income streams and some measures of control to the donor. They provide examples of why this spring is the opportune time to moved forward and execute these strategies:
-Gifting assets with diminished values
-Transferring wealth in a low interest rate environment
-Selling assets with self-cancelling installment notes
-Swapping grantor trust assets
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