September 30, 2020
Add Value Today: Estate Planning in the Current Environment
Volatile markets and low interest rates are creating compelling opportunities to plan for your family’s future security today. Individuals who updated their estate plans during the last market downturn were well rewarded. Now is another great time to review your estate plans. Are your plans up to date? How does the changing environment impact prior decisions? What strategies can you implement today to capitalize on the current low interest rate environment?
In “Add Value Today – Estate Planning in the Current Environment,” Alan Weissberger, Hirtle Callaghan’s Senior Tax and Estate Planning Specialist, explores four estate planning strategies that benefit from the prevailing low interest rates.