July 14—With today’s historically high gift and estate tax exemptions, and historically low interest rates, the use of personal trusts can be particularly beneficial in this favorable wealth planning environment.
In the July/August issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he says the trajectory of COVID-19 will be the primary determining factor in what to expect for markets and the economy. With disease cases rising in parts of the country, rollbacks in reopenings could lead to a leveling off in economic data.
July 7—By drastically increasing the federal estate and gift tax exemption, the 2017 Tax Cuts and Jobs Act created a significant estate tax mitigation opportunity for high-net-worth individuals and families. The question now is: Have already strong estate tax mitigation opportunities become even more powerful in the pandemic? National Director of Wealth Strategies Blair Talty discusses how these strategies have indeed been strengthened during COVID-19.