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Searching Content indexed under Charities & Non-Profits by Albert Gortz ordered by Published Date Descending.
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Wealth Management Update - March 2018
The March § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 3.0%, up 0.2% from February.
United States
8 Mar 2018
2
Personal Planning Strategies - August 2016
Low interest rates can create wealth transfer opportunities. For various wealth transfer techniques, the IRS assumes that a certain minimum interest rate is in effect, known as the applicable federal rate...
United States
2 Aug 2016
3
Wealth Management Update (December 2015)
The December § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 2.0%, which is the same as November's rate.
United States
6 Dec 2015
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