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The Journal of Wealth Management

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Article

Lender of First Resort: Time to Refinance the Estate?

Bruce Paulson, Jim Brennan and Tim Tallach
The Journal of Wealth Management Summer 2014, 17 (1) 31-39; DOI: https://doi.org/10.3905/jwm.2014.17.1.031
Bruce Paulson
is a Family Investment Officer of GenSpring Family Offices in Minneapolis, MN.
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  • For correspondence: bruce.paulson@genspring.com
Jim Brennan
is a Senior Family Wealth Advisor of GenSpring Family Offices in Tampa Bay, FL.
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  • For correspondence: jim.brennan@genspring.com
Tim Tallach
is head of the Wealth Advisory Center at GenSpring Family Offices in Atlanta, GA.
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  • For correspondence: tim.tallach@genspring.com
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Abstract

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.

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The Journal of Wealth Management: 17 (1)
The Journal of Wealth Management
Vol. 17, Issue 1
Summer 2014
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Lender of First Resort: Time to Refinance the Estate?
Bruce Paulson, Jim Brennan, Tim Tallach
The Journal of Wealth Management Apr 2014, 17 (1) 31-39; DOI: 10.3905/jwm.2014.17.1.031

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Lender of First Resort: Time to Refinance the Estate?
Bruce Paulson, Jim Brennan, Tim Tallach
The Journal of Wealth Management Apr 2014, 17 (1) 31-39; DOI: 10.3905/jwm.2014.17.1.031
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  • Article
    • Abstract
    • WHEN IN ROME, DO AS THE ROMANS DO?
    • INFLATION OR DEFLATION?
    • WHAT MIGHT GO WRONG?
    • PORTFOLIO MANAGEMENT CONSIDERATIONS
    • CONCLUSION
    • ENDNOTES
    • REFERENCES
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