Financial & Estate Planning including High Interest Rates
It seems that one cannot turn on the television these days without hearing breathless commentary about inflation. While it is true that interest rates have risen, have they risen sufficiently to impact our clients’ estate plans?
Our September program will take a look at rising interest rates, where rates are today, and how today’s interest rates may impact interest rate sensitive estate planning techniques. Also, while discussing interest rate sensitive planning techniques, the program will touch on a few relatively current events where things went awry.