Pass It Along


The window of opportunity to receive certain benefits when transferring wealth could slowly be closing.

Today’s environment has provided both families and business owners unique opportunities when transferring assets.

Tobias Financial Advisors’ CEO Marianela Collado was recently quoted in InvestmentNews stating, “COVID has also created an opportunity for potentially lower business valuations.” She continued to inform readers that this provides a “Perfect window of low interest rates and low valuations to get the biggest bang for your transferred ‘buck.”

To read more of Marianela’s insights, click here.

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