Trusts & Estates
Intra-family Loans in Today’s Low Interest Rate Environment
Various planning techniques are more in favor during periods of low interest rates such as we are experiencing in the US today. One of these strategies involves the use of intra-family loans to help shift wealth from one generation to the next with little or no transfer tax impact.
To learn more about intra-family loans and to access the article, please fill out the form below.
Complete the form to get your free guide
Related Resources
2021 Tax Cheat Sheets for Clients and Prospects
Download our free tax filing cheat sheets to give to your clients and prospects.
Learn More
Irrevocable Trust Gifting Trust Sample
Download our Irrevocable Trust Gifting Trust Sample and see how Wealth Docx(R) makes drafting gift trusts simple.
Learn More
Tax Reform is Here: What You Need to Know to Advise Your Clients
The 2017 tax reform package is the most significant change to tax law in a generation. Find out what it means for estate planning and business clients in this in-depth thought paper.
Learn More