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Subject:
Item Title: Estate Planning Opportunities in Today's Environment
Summary:
The current low interest rate environment may lead to various estate and gift tax planning opportunities for affluent individuals. If you are interested in transferring wealth to your children, grandchildren or other beneficiaries, check out these six techniques that may help you and your beneficiaries profit from historically low interest rates and depressed stock values. We'll also tell you about a surprising new IRS ruling that gives more latitude to taxpayers setting up irrevocable trusts.
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The subject matter contained in this newsletter is often complex, with nuances that cannot be fully described in a single article or announcement. It is therefore vital that you consult with us -- and your legal and investment advisors, as appropriate -- before implementing ideas contained in the newsletter. Bader Martin, PS is not responsible for misinterpretations, errors, or omissions related to the content of this newsletter. Nor are we responsible for its applicability to your personal, business, or tax situation.