A closer look Interest Rates Will Impact Your Estate Plan

Mark R. Parthemer

Mar 22, 2019

In Brief

  • Some estate planning strategies work well when interest rates are lower; some work well when rates are higher.
  • When interest-rate trends change in one direction or another, it can have meaningful estate planning implications. Depending on where you are in the process — in the contemplation stage, in the midst of planning, or having already implemented a plan — the optimal approach might be to reengineer an existing strategy, implement a new strategy as soon as possible, or wait to implement a strategy.
  • It’s important to speak with your advisors periodically about any existing estate plans you may have or might be contemplating.

If you would like to read more of this article, please download the PDF via the link above.

Mark Parthemer
Senior Fiduciary Counsel
Mark is responsible for working with clients and their advisors to develop practical and efficient wealth transfer plans and for guiding the firm on fiduciary issues.