Unique Trifecta Creates Wealth Transfer Opportunities

17/04/2020 57 min Episodio 17
Unique Trifecta Creates Wealth Transfer Opportunities

Listen "Unique Trifecta Creates Wealth Transfer Opportunities"

Episode Synopsis

Rising federal transfer tax exemptions, declining asset valuations and historic low intra family lending rates have created a unique wealth transfer opportunity. This webinar reviewed strategies family offices are deploying to capture the benefits.