Estate planning in a low-interest-rate environment

Low interest rates create planning opportunities for estate planning and their clients. The techniques benefited by the current low interest rates include intra- family loans, SCINs, installment sales to grantor trusts, GRATs, CLATs and charitable gifts of personal residence remainders. With each of these techniques one concept is essential; the less the income interest is worth (due to low interest rates) the more the remainder interest is worth. This article discusses the mechanics of these techniques and how they flourish in a low interest environment...

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About Jesse Coyle

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Mr. Jesse T. Coyle is a licensed attorney in both North Carolina and Illinois, as well as a Certified Financial Planner™. Jesse has dedicated his career to helping all families navigate the complicated waters of estate planning and probate matters. Jesse and the members of Carolina Tax, Trusts & Estates are available for your call and would be pleased to assist you.

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