Tag: Applicable Federal Rates (AFR)

We Want to Draft Your Legacy

When Should a Succession Plan Be Used?

December 2, 2020
We currently have the highest estate tax exemption and the lowest intra-family interest rates in history. That combination alone is significant, but when mixed with the potential for lower estate and gift tax exemptions and depressed business valuations, you have a potent catalyst for transitioning ownership.
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Jupiter, FL 33458

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