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Wealth Transfer in a Low-rate Environment

Ken Perine

Recent low rates of interest have affected two important factors used to value wealth transfers involving trusts. For those fortunate few individuals whose personal wealth exceeds the current estate-tax exemption threshold — $5.43 million for 2015 rising to $5.45 million for 2016 — today’s historically low interest rate environment offers potentially powerful wealth transfer opportunities. […]

Filed Under: Articles Tagged With: wealth transfer

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