Helping Clients Identify Estate Planning Opportunities in a Low Interest Rate and Depressed Value Environment

March 2020 Publication
Authors: Daniel M. Hess
Today’s historically low interest rates and depressed asset values make this an excellent time to engage in various estate planning techniques.Current conditions present several planning opportunities for transferring wealth at little or no gift tax cost. The following summary highlights several estate planning techniques which could provide significant tax advantages in a low interest rate and depressed value environment. 

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