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Low Interest Rate Estate Planning Strategies
The federal government requires the use of certain published interest rates to value various items used in estate planning, such as an income, annuity, or remainder interest in a trust. The government also specifies interest rates that a taxpayer may be deemed to use in connection with certain installment sales or intra-family loans. These rates…
Christopher K. Winn
Mar, 01 2016
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Simply Estate Planning Tool Your Family Will Thank You For When Your Gone
If you’ve ever known someone who’s lost a spouse, parent or significant other, then you’ve probably heard them lament about the stress of closing out the deceased estate. I’ve been through this process a few times and wouldn’t wish this job on my worst enemies. Even if your executor has handled the family’s finances, it’s…
Christopher K. Winn
Jan, 22 2015
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