December 8, 2022
Is Your Tax and Estate Plan Up to Date?
What a difference a year makes! With interest rates having risen significantly in the past year, your tax and estate plans may need a refresh. Planning strategies that worked best in the era of low interest rates can be replaced or supplemented by strategies that benefit from rising rates, such as QPRTs and CRATs. To learn more about how these work, read Hirtle Callaghan’s annual planning piece, 10 Things to Consider Before Year-End 2002. Our Senior Tax and Estate Planning Specialist, Alan Weissberger, Esq., offers tips to take full advantage of the existing environment and prepare for what is most likely to occur.