Estate Planning in a Low Interest Rate Environment
The current situation presents estate planning considerations that may not be immediately apparent.
Recent
Walton Family transfers 14% of company holdings to charity trust
The transfer of 415 million shares had a market value of $48.65 billion, though the transfer was in-kind to the charitable trust.
Super-rich using extra time in lockdown to transfer millions to their heirs before Trump loses re-election
The 2017 tax overhaul made estate and gift taxes easier to avoid, but low interest rates and volatile markets have kept advisers busier than ever.
She needed a will. A lawyer named himself the main heir to her $1.7 million estate.
The military widow with no children had nieces and nephews, but her lawyer personally drafted a will that made himself her primary beneficiary.
Heirs may have to return stimulus money sent to the deceased, but how and when?
A lot of people who received stimulus payments for their dead parents or spouses are more confused than ever.
Anderson Cooper Needs A Vanderbilt-Strength Estate Plan For A Me-Too Future
Single dad travels all the time and has big assets to pass on and bigger virtue to signal. Sensitivity is everything. Call it the Vanderbilt Curse.
Dangers of do-it-yourself estate planning
Not everyone has the ability to correctly prepare their own documents even with the convenience of the templates offered online.
