Proactive planning with low market values using a sale to a grantor ttrust
CIBC Private Wealth US
English - April 20, 2020 13:15 - 8 minutes - 12.2 MB - ★★★★★ - 6 ratingsInvesting Business Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Do you have a taxable estate and high-growth potential assets that have dropped in value? Would you like to transfer more of your wealth to future generations in a transfer tax efficient manner?
Despite the current uncertainty and continuing impact of the COVID-19 pandemic, there still may be opportunities for wealth planning. The current unfortunate circumstances have created a prime environment for certain wealth transfer strategies – such as sales to grantor trusts – which can help position individuals with transfer tax concerns to take advantage of the current financial conditions.
Read more about Proactive Planning During a Time of Uncertainty and Volatility:
https://private-wealth.us.cibc.com/blog/-/blogs/proactive-planning-during-a-time-of-uncertainty-and-volatility