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PFP1817 - Estate Planning When IRS Interest Rates are on the Rise

Jun 11, 2018 3:35pm ‐ Jun 11, 2018 4:25pm

Standard: $49.00


We are heading out of a time of historically low interest rates. What does that mean for estate planning over the next few years as interest rates are expected to rise? This session will address planning techniques that achieve better outcomes when interest rates rise, and those techniques that your clients should rush to complete while rates are still low. This session will cover planning for clients with moderate wealth and planning for clients with ultra high net worth.

Learning objectives:

• Understand the relationship between the economy and IRS established interest rates.

• Differentiate between techniques that are better when interest rates are lower, and those that are better when interest rates are higher.

• Learn new strategies for using current interest rates to your clients' advantage.


Tags: PFP

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