With so much uncertainty in the world, clients who are able to leverage the largest gift/estate tax exemption in history may be more reluctant than ever to irrevocably give away their assets – even if they know it will benefit their estates/family in the long run. In this webinar we will explore:
• the advantages of making gifts today given the current market environment
• ways to create flexibility with irrevocable trusts to help alleviate client concerns
• using loans that leverage some of the lowest AFRs in history as an alternative
• providing a “wait-and-see” strategy that gives clients the power to decide when and if to make a gift
