A Meristem Family Wealth Whitepaper – Estate Planning Playbook in a Volatile Time

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A volatile market, undervalued assets and record low interest rates typically only increase investor stress, but these factors can create a particularly advantageous time for estate planning. Given the additional uncertainty around the estate and gift tax exemption amounts, and their longevity, there has never been a better time to consider gifting assets.

Any estate planning technique that centers on the applicable federal interest rate, or the published section 7520 rate, will work even better in today’s environment. Add depressed asset values to that equation, and just about every estate planning technique will be at peak effectiveness over the next few months. In this most recent Whitepaper, we outline a few of the most advantageous techniques to consider right now, with a spotlight on GRATs (grantor retained annuity trusts).

Estate Planning Playbook in a Volatile Time

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