Insights Strategic Estate Planning Opportunities During Market Volatility

Mar 31, 2020
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While health and safety concerns remain paramount for all of us at this unprecedented time, we are also well aware of the potential financial impact of the current crisis. Volatility in the markets and nearly historically low interest rates reflect the significant economic and other challenges confronting us right now. 

At the same time, our long experience with market disruptions enables us to recognize tax opportunities emerging within the market turmoil, and we feel it is important to bring them to your attention. 

This Wealth Planning Insights offers six techniques that could be applicable in today’s volatile market. 

About the Author

Mark R. Parthemer
Senior Fiduciary Counsel
In this role, Mark is responsible for working with clients and their advisors to develop practical and efficient wealth transfer plans, and for guiding the firm on fiduciary issues.