Planning opportunities in a rising interest rate environm...

What this episode covers

As interest rates begin to rise, now may be a good time to consider certain estate planning strategies that leverage lower interest rates. Implementing such a strategy and locking in a lower interest rate today may allow more wealth to be transferred at a reduced cost.

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Frequently Asked Questions

How long is this episode of Wealth Planning Illuminated?

This episode is 22 minutes long.

When was this Wealth Planning Illuminated episode published?

This episode was published on May 24, 2022.

What is this episode about?

As interest rates begin to rise, now may be a good time to consider certain estate planning strategies that leverage lower interest rates. Implementing such a strategy and locking in a lower interest rate today may allow more wealth to be...

Can I download this Wealth Planning Illuminated episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.