Wealth Transfer Strategies: The Timely And The Timeless

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At least one silver lining has emerged from the recent dark clouds over financial markets: Low interest rates and depressed asset valuations make it easier to escape gift and estate taxes. But be careful not to rush into long-term plans based on short-term economic trends. Seemingly attractive market opportunities can be misleading, although any opportunity that triggers a review of your estate plan is useful.

Download this article by by David Weinreb, Director—Wealth Management Group and Ted Mann, Analyst—Wealth Management Group by completing this form.

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