SK Wealth's Solutions & Knowledge podcast

Estate Planning with Higher Interest Rates


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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.

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SK Wealth's Solutions & Knowledge podcastBy Matthew Neyland, CFA, CAIA

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