RT Journal Article
SR Electronic
T1 Lender of First Resort: <em>Time to Refinance the Estate?</em>
JF The Journal of Wealth Management
FD Institutional Investor Journals
SP 31
OP 39
DO 10.3905/jwm.2014.17.1.031
VO 17
IS 1
A1 Bruce Paulson
A1 Jim Brennan
A1 Tim Tallach
YR 2014
UL https://pm-research.com/content/17/1/31.abstract
AB With today’s exceptionally low interest rate environment, should families of wealth seize the opportunity to refinance their balance sheets? The answer as you may expect depends on a myriad of complicated issues that each family must consider carefully. To help navigate those stormy financial waters, this article (through the dual prism of portfolio management and our current transfer tax system) discusses the benefits and risks of utilizing one of today’s most popular estate planning “freeze” techniques to potentially enhance overall family wealth for future generations.TOPICS: Wealth management, portfolio construction, legal/regulatory/public policy