FINANCIAL ADVISOR – Pandemics, inflation, rising interest rates, war in the Ukraine—uncertain times indeed! And yet, in the world of estate planning, almost every change in the zeitgeist offers its own suite of planning opportunities and applicable techniques.
Defining characteristics at this moment include prospects of the Fed driving interest rates higher, rising and volatile asset values, and the very legitimate concern that the current high level of federal gift and estate tax exemptions will sunset at the end of 2025 to much lower levels. So, what to do?