Adviser Investments and Polaris Wealth Advisory Group are now RWA Wealth Partners.

How Do Interest Rates Impact Your Estate Plan?

Trusts When Interest Rates are High

Interest rates are at generational highs and the Federal Reserve will keep them elevated into 2024. Working with an advisor who understands how interest rates affect irrevocable trusts can save you money on taxes and boost their efficacy.  How Do Interest Rates Impact Your Estate Plan? Just as rising interest rates influence your investment portfolio,…