Fall 2022 | WealthCounsel Quarterly

Riding the Interest Rate Roller Coaster: A Review of Estate Planning Techniques for High and Low Rate Environments

1 min

Emily Plocki and Anna Katherine Moody were published in WealthCounsel Quarterly. Their article, “Riding the Interest Rate Roller Coaster: A Review of Estate Planning Techniques for High and Low Rate Environments,” discusses estate planning opportunities with fluctuating interest rates. It addresses those that are most successful in a high interest rate environment compared to those that are most beneficial in a low interest rate environment.