Estate Planning with Higher Interest Rates

09/06/2025 10 min Temporada 5 Episodio 87
Estate Planning with Higher Interest Rates

Listen "Estate Planning with Higher Interest Rates"

Episode Synopsis

Rising interest rates aren't all bad news, especially when it comes to estate planning. In this episode, Jason and Mac discuss three powerful strategies that thrive in a high-rate environment: QPRTs, CRATs, and GRITs. These aren't your everyday tools, but they could help you pass on wealth more efficiently, reduce taxes, and preserve your legacy. If you're serious about intentional wealth transfer, this one's for you.