Our Annapolis office is moving to a new suite! Coming soon-our new address will be: 180 Admiral Cochrane Drive, Suite 540, Annapolis, MD 21401

Insights

Estate Planning Techniques During COVID

April 2, 2021

This article discusses how the COVID-19 pandemic has resulted in low interest rates and depressed asset values, creating a very unique opportunity for estate planners. Specifically, this article outlines five different strategies to consider utilizing during this time. For example, annual gift tax exclusion, gifting interest, annuity trusts, and intra-family loans are all topics that should be considered. Be sure to check out this link for more information and details!

To view this article, click HERE to access the original content.

More Insights