With the prospect of higher rates on the horizon here are some strategies for investors to consider now.
Lower asset values combined with historically low interest rates may favor certain wealth transfer strategies such as GRATs.
The American Taxpayer Relief Act of 2012 made several estate tax provisions permanent, creating planning opportunities that advisors may review with clients seeking to lessen the tax impact. 1. New exemption amount affects all clients The now-permanent $5 million exemption may have unintended consequences for clients at lower wealth levels who feel they do not