Preservation | Family Wealth Protection & Planning

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These Trusts May Become Belles of the Ball
By Keith Grissom on January 25, 2023 at 12:45 PM

The past few years have seen a period of historically low interest rates, but the Federal Reserve has made multiple increases to the federal funds rate that have resulted in interest rate increases across the board. This will affect estate and wealth-transfer strategies in 2023 and beyond, as “we will likely see a shift from strategies that are more effective in a low-interest rate environment, to planning ideas that may benefit from higher rates,” writes Greensfelder Officer Keith Grissom for Rethinking65.

In the article, titled “These Trusts May Become Belles of the Ball,” Grissom outlines which estate and wealth-transfer planning strategies benefit from lower interest rates and which benefit from a higher interest rate environment.

Read the full article here.

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