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A Better Partnership

Legacy Matters

Jun 2020
June 04, 2020

Estate and Tax Planning Ideas for a COVID-19 Economy – Part 2

The first blog in this series titled, “Estate and Tax Planning Ideas for a COVID-19 Economy – Part 1,” offered strategies for use in a depressed market to make impactful gifts to your family. In this follow-up blog, we explore how depressed values in the markets and current low interest rates have created some excellent opportunities to generate potentially significant tax savings, especially for those that are charitably-inclined. The four planning tools described below could help the tax situations for many clients.

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