Academic Journal
Estate Planning in Volatile Markets and Rising Interest Rates.
| Title: | Estate Planning in Volatile Markets and Rising Interest Rates. |
|---|---|
| Authors: | Parthemer, Mark R.1 mark.parthemer@glenmede.com |
| Source: | Journal of Financial Service Professionals. Nov2022, Vol. 76 Issue 6, p17-19. 3p. |
| Abstract: | Market volatility and rising interest rates present estate planning opportunities. Consider depressed market values as a "natural" discount without having to use complicated structures to generate valuation discounts (some of which have enhanced IRS audit and estate tax inclusion risk). We review eight techniques that provide opportunities to transfer additional wealth to loved ones and charities. [ABSTRACT FROM AUTHOR] |
| Subject Terms: | *Interest rates, *Market volatility, *Inheritance & transfer tax, *Marketing planning, *Tax auditing, *Estate planning |
| Company/Entity: | United States. Internal Revenue Service |
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| ISSN: | 15371816 |
| Database: | Business Source Complete |
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