Amid growing recession concerns, Chief Investment Officer Leslie Thompson shared with Gabrielle Olya at GOBankingRates why strategies like GRATs, Roth conversions and estate freezes can be especially effective during market downturns.

By Gabrielle Olya
April 2, 2025
Several indicators seem to be signaling that a recession is near. A measure of consumer confidence fell to its lowest level in 12 years, reaching a figure that has historically come before a recession, NBC News reported. Additionally, a nationwide survey of chief financial officers conducted by CNBC found that 60% expect a recession in the second half of the year.
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