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Jennifer Savage Quoted in Forbes Article - Low Values And Record Low IRS Interest Rates: A Perfect Opportunity For Estate Planning?

Thursday, May 07, 2020

The IRS has announced the new §7520 rates for certain gifts. The rate has a huge effect on the value of certain gifts, notably, gifts to charity and certain trusts used to transfer assets. The rate is also used in loans between family members. 

Jennifer Savage, Partner at Schneider Smeltz Spieth Bell, is quoted in the article by Leon LaBrecque, Chief Growth Officer of Sequoia Financial Group.

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