Estate Planning Amid Rising Interest Rates
For the first time since the financial crisis, the Federal Reserve has taken the first step in raising interest rates. Changing interest rates can seriously affect estate plans of affluent…
Category: Portfolio Interest and Debt
Today there is a mobility of labor and capital causing an increase in the complexity of lending transactions. As cross border lending has become increasingly more common, it has created new compliance issues. Additionally, if these lending transactions are not completed before a lender’s time of death, this can result in additional complexities with regard to the estate tax consequences of this type of transaction.