Proactive planning with low interest rates using intra-family loans

CIBC Private Wealth US

This is the fifth in a six-part series that focuses on proactive planning strategies in a volatile market.

Do you have loved ones you want to help, but aren’t ready to give away significant assets yet? Would you like to take advantage of the low interest rate environment and transfer wealth in a cost-effective way with minimal transfer tax consequences?

It is important, perhaps now more than ever, to continue to look for wealth planning opportunities and not lose sight of the things that matter most in life—which for many, begins with loved ones. For those who are looking to engage in wealth planning while helping a loved one who may be less financially secure, one strategy that may help accomplish both goals is an intra-family loan.

Read more about Proactive Planning During a Time of Uncertainty and Volatility