The Impact of Rising Interest Rates on Popular Estate-Planning Concepts

It appears that interest rates are starting to rise — locking in rates before they rise can be advantageous for several estate planning strategies.  Just how much impact do rising interest rates have on popular estate-planning concepts? In the past six months, short-term rates have risen 64%, mid-term 24% and long-term 11.5%. Considering that interest rates may continue to rise to offset inflation, it may be prudent to find solutions to help clients fund their trusts sooner. One such technique is private financing. Check out the newest JH Solutions® module presentation on private financing.