A Guide to Wealth Transfer Opportunities in the COVID-19 Era

With ongoing tragedy and future uncertainty surrounding the COVID-19 pandemic, it’s not the time to celebrate silver linings. However, that doesn’t mean we should ignore opportunities when they present themselves.

If you’re at or near the stage of estate planning, now may be the ideal time to explore certain strategies. To help high-net-worth families protect and efficiently pass wealth on to future generations, Sanderson Wealth Management has created a new complimentary resource, Wealth Transfer Opportunities in the COVID-19 Era.

The two-part guide covers:

• Wealth transfer planning strategies centered around assets that have dropped in value due to the current economic conditions
• Strategies designed to leverage historically low interest rates to reduce the transfer-tax cost on gifts