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Recent Posts
Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim

Estate planning for business owners, particularly those known for impulsive decision-making, requires a nuanced approach. ...

The post Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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How Rising Interest Rates Can Affect Your FinancialPlans

Whether you are managing debt, investing assets, or developing an estate plan, changes in interest ...

The post How Rising Interest Rates Can Affect Your FinancialPlans first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Creating a Financially Organized Life

Here’s how to get a jump-start on creating a system to organize your bills, statements, ...

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How High And Low Interest Rates Can Impact Wealth Transfers

Current global conditions have contributed to a spike in inflation which was already on the rise. It is expected that the Federal Reserve will respond by raising interest rates by as high as 2% in the next 18 months. These changing rates impact estate planning and generate important wealth transfer considerations and conversations. There is no one size fits all strategy for either a low rate or a high rate environment.

Instead, it is important to have an established relationship with an estate planning professional who can help guide you through this process and answer many of the most common questions that you have about the process.

The support of an attorney can be instrumental in identifying adaptations to your state plan that you should implement as quickly as possible and finding the right support for this kind of task is very important. When the Fed raises rates, work with your estate planning attorney to implement strategies that work best when interest rates are higher. Likewise, do the reverse when interest rates are lower. Typically, the rate that applies to a specific strategy you’ve used is the rate in effect on the date the strategy was implemented, this calls on you to take proper action.

Right now, in a low interest rate environment, lending strategies that take advantage of these low interest rates can help you transfer wealth to other people with no gift tax or very little gift tax. For more information, make sure that you set aside the time to speak with a dedicated lawyer.

Our estate planning law firm regularly works with people to make sure they’re getting the most out of every aspect of estate planning. We know it can be hard to adjust in a shifting environment, but it’s our goal to be there by your side with your estate planning.

Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim

Estate planning for business owners, particularly those known for impulsive decision-making, requires a nuanced approach. ...

The post Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
How Rising Interest Rates Can Affect Your FinancialPlans

Whether you are managing debt, investing assets, or developing an estate plan, changes in interest ...

The post How Rising Interest Rates Can Affect Your FinancialPlans first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Creating a Financially Organized Life

Here’s how to get a jump-start on creating a system to organize your bills, statements, ...

The post Creating a Financially Organized Life first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more