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How to help clients take advantage of low interest rates | PFP learning library podcast

Jul 31, 2020 · 45 min listen

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In an era of low interest rates, mastering wealth transfer is crucial. This AICPA PFP Section podcast episode with Bob Keebler delves into cutting-edge wealth transfer strategies, including GRATs, dynasty trusts, private annuities, and split-dollar life insurance. Uncover how to capitalize on periods of low interest rates to maximize estate and gift tax exemptions for your clients. This essential guide illuminates the path to savvy, strategic wealth planning, ensuring a legacy that endures. Tune in to transform your approach to

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Topics

Personal Financial Planning

Subtopics

Estate Planning
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