Did you know that with loans between family members, you are required by law to charge a minimum interest rate based on the monthly published Applicable Federal Rates (AFR). Stewart discusses a way to use these lowinterest loans in wealth transfer.

Interested in learning more about wealth management and financial planning? Founded in 1984, The Welch Group has served the needs of those in Birmingham and beyond, offering feeonly investment management and financial planning for clients. Visit us at https://welchgroup.com/.