The novel “coronavirus” (also called “SARS-CoV-2”) causes the disease “COVID-19.” It first appeared in late 2019 and was reported to the World Health Organization (WHO) on December 31, 2019. Here’s a link to the WHO’s site for the latest global information. COVID-19 has impacted the lives of millions of people and countless events around the world. The coronavirus has caused an unprecedentedly steep increase in unemployment and has roiled stock markets around the world. The resulting … [Read more...] about Low-Interest Loans: An Estate Planning Technique
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Today’s Low Interest Rates: a Great Estate Planning Opportunity
The stock market may be shaky and that garners a lot of attention in the press. Of course, low asset values can be great for most estate planning strategies. But, let’s think beyond asset values. Your clients can capitalize on today’s low interest rate environment in their estate planning. By suggesting this (and explaining it to your clients) you can be the estate planning hero. From January 1991 through March 2009 the Section 7520 rate averaged more than 6.3%, with a peak of 9.4%. The IRS set … [Read more...] about Today’s Low Interest Rates: a Great Estate Planning Opportunity
