Top 6 Positive Planning Strategies in a Challenging Environment


While today’s health, economic, and market concerns have created a challenging environment, there is a silver lining for wealth and estate planning opportunities. Compelling opportunities include gifting assets with depreciated value; using the low interest rate environment to your advantage through vehicles such as grantor retained annuity trusts, intrafamily loans, and sales to intentionally defective grantor trusts; converting a traditional individual retirement account (IRA) to a Roth IRA; and tax loss harvesting.

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