With consumer prices continuing to surge at a historic rate, the topic of inflation is now top of mind for many financial advisors and their clients. Because rising prices are persisting for longer than many originally predicted, it is prudent to consider how each component of a client’s financial plan is being impacted, including estate planning and gifting. Planning strategies that involve interest-rate dependent transfers, such as intrafamily loans and grantor-retained trusts, are affected by the rate in place at the time of the loan or transfer, making it crucial to optimize the timing of such strategies in order to minimize tax consequences. Join us at the June Kitces Monthly webinar where expert guest Griffin Bridgers, Estate Planning Attorney at Hutchins & Associates LLC, will discuss the estate planning strategies that rely on interest rates and what actions advisors can take with their clients.
