"The contents of this material was published on May 19, 2020 and may be outdated and not reflect current facts. This materials should be used only as a reference."
As we face challenges on the health, economic and market fronts, we would be remiss not to explore the positive ways your client’s wealth plan can benefit from low interest rates and depressed asset values. Here are several planning strategies that are particularly attractive in this kind of climate. Gift Depreciated Assets Now may be a perfect tim…