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Proactive planning with low market values using a sale to a Grantor Trust
Manage episode 259323715 series 2154733
内容由CIBC Private Wealth - Matt Mammola and CIBC Private Wealth提供。所有播客内容（包括剧集、图形和播客描述）均由 CIBC Private Wealth - Matt Mammola and CIBC Private Wealth 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Despite the current uncertainty and continuing impact of the COVID-19 pandemic, there still may be opportunities for wealth planning. The current unfortunate circumstances have created a prime environment for certain wealth transfer strategies – such as sales to grantor trusts – which can help position individuals with transfer tax concerns to take advantage of the current financial conditions.
Read more about Proactive Planning During a Time of Uncertainty and Volatility:
https://private-wealth.us.cibc.com/blog/-/blogs/proactive-planning-during-a-time-of-uncertainty-and-volatility
45集单集
分享
Manage episode 259323715 series 2154733
内容由CIBC Private Wealth - Matt Mammola and CIBC Private Wealth提供。所有播客内容（包括剧集、图形和播客描述）均由 CIBC Private Wealth - Matt Mammola and CIBC Private Wealth 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Despite the current uncertainty and continuing impact of the COVID-19 pandemic, there still may be opportunities for wealth planning. The current unfortunate circumstances have created a prime environment for certain wealth transfer strategies – such as sales to grantor trusts – which can help position individuals with transfer tax concerns to take advantage of the current financial conditions.
Read more about Proactive Planning During a Time of Uncertainty and Volatility:
https://private-wealth.us.cibc.com/blog/-/blogs/proactive-planning-during-a-time-of-uncertainty-and-volatility
45集单集
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continue reading
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continue reading
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