Subscribe

Intra-family loans: Not your ordinary wealth transfer strategy

Another way to take advantage of low interest rates.

Loans can be a great idea for parents who want to give their children a boost for buying a home or starting a business and who have the assets — just watch how you structure these deals.

Formal agreements known as intra-family loans are seeing a resurgence amid low interest rates these days. The

Subscribe or log in to read the rest of this content.

Related Topics:

Learn more about reprints and licensing for this article.

Recent Articles by Author

As indexed universal life sales climb, be sure to mind the risks

Advisers need to bear in mind that this cousin of traditional universal life insurance requires unique precautions.

Donald Sterling’s battle holds harsh lessons for advisers

The L.A. Clippers owner's fight with pro basketball highlights important tax and estate strategies that may surprise you.

Advisers fall short on implementation of long-term-care insurance

Most know it's a key part of retirement planning but lack in-depth knowledge when the need for care arises.

Broker-dealers face administrative hurdles in rollout of QLAC annuity

Confusion remains over who ensures the contract purchase meets Treasury's guidelines.

Finra arbitration panel awards $500,000 to former Morgan Stanley rep

Broker and wirehouse embroiled in a three-year dispute over a promissory note.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print