Estate Planning in a Rising Interest Rate Environment: Part I

Strategies to consider now.

Kerry O'Rourke Perri, Dana M. Foley, Alistair Christopher | May 18, 2018

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Interest rates are rising, and the trend is expected to continue. Advisors must understand how interest rates impact estate planning and which techniques work best in differing rate environments. Let’s look at how interest rates affect estate planning and which techniques to consider now before rates increase further.

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