Trusts and Interest Rates: What You Need to Know

What You Need To Know About Interest Rates and Estate Plans

Just as rising interest rates influence your investment portfolio, they also factor into estate plans. For high-net-worth families concerned about estate taxes, irrevocable trusts can provide some relief.

In this exclusive article, Adviser Investments Director of Financial Planning Andrew Busa, CFP®, reviews four types of irrevocable trusts, when to use them and how Federal Reserve policy can affect each one.

Andrew covers:

  • Grantor Retained Annuity Trusts
  • Qualified Personal Residence Trusts
  • Charitable Remainder Trusts
  • Intentionally Defective Grantor Trusts

If you use or are considering starting any of these trusts in your estate plan, this piece is a must read. Please fill out the form on this page to get access now!

Tax, legal and insurance information contained herein is general in nature, is provided for informational purposes only, and should not be construed as legal or tax advice. Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with Adviser Investments Tax Solutions. We do not provide legal advice, nor sell insurance products. Always consult a licensed attorney, tax professional, or licensed insurance professional regarding your specific legal or tax situation, or insurance needs.

Our statements and opinions are subject to change without notice.  All investments carry risk of loss and there is no guarantee that investment objectives will be achieved.

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