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Estate Planning in an Inflationary Environment: Re-Assessing Existing Plans and Techniques to Take Advantage of Increased Interest Rates

October 19, 2022 at 4:00pm
Mark T. Weaver
Estate Planning Council of Diablo Valley

Mark Weaver was a speaker at the Estate Planning Council of Diablo Valley's virtual program, "Estate Planning in an Inflationary Environment:  Re-Assessing Existing Plans and Techniques to Take Advantage of Increased Interest Rates."

Session Overview: 

With inflation at its highest level in more than 40 years, and interest rates projected to increase to their highest level in nearly 15 years, estate planners need to be mindful of how these changes will impact their clients.

Mr. Weaver will discuss how existing revocable and irrevocable plans should be analyzed in light of these changes, and provide recommendations.

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