Do you have assets that have dropped in value, but you expect those assets to recover over the next two or more years? Would you like to transfer some or all of that expected appreciation to your children or other beneficiaries?
Show Notes
This is the first in a six-part series that focuses on proactive planning strategies in a volatile market.
Global pandemic fears, plunging stocks, the Fed’s emergency interest rate cut and a steep decline in 10-year Treasury yields wreaked havoc on many investment portfolios in recent weeks.
Regardless of how bleak the situation may appear, low stock prices and rock-bottom interest rates are creating potentially ideal conditions for certain wealth planning strategies. While increased market volatility can be unnerving for even the best investors, times like these can also present opportunities to implement wealth transfer strategies that can generate significant tax savings. One such strategy is the grantor retained annuity trust (GRAT).
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