Reversing direction – The benefits of “upstream” estate planning
$225.00
Description
Abstract: Traditional estate-planning techniques often focus on transferring wealth to the next generation in a tax-efficient manner. But shifting wealth to the older generation (commonly described as “upstream” planning) can also be an effective strategy. This article discusses the benefits of transferring appreciated assets to parents. A sidebar answers the question, “Should you buy your parents’ home?”
Additional information
Year | |
---|---|
Niche | |
Newsletter | |
Issue | |
Word Count |