The Path Forward from Coronavirus: Where We Can Take Control

The past few weeks have taken an emotional, physical and financial toll on families, friends, co-workers and health care providers. While it will be difficult to resolve most of the issues that arise, we firmly believe you have the ability to take back some control financially. First, after weighing the risk/reward tradeoffs, there are some investment decisions you might make today. Secondly, interest rates and asset values are extremely low, while exemptions from gift, estate and generation-skipping transfer (GST) tax are at an all-time high, which makes it an opportune time to make transfers such as gifts or leveraged sales. Lastly, there are cross-border implications that some of you may need to consider. Please join us as we discuss investment options and estate planning techniques in the current environment.