Personal residence trusts: Estate tax planning in a rising interest rate environment

Mar 16, 2023 · 11m 52s
Personal residence trusts: Estate tax planning in a rising interest rate environment
Description

This episode focuses on one estate tax planning strategy that tends to be more popular in higher or rising interest rate environment, and that is a QPRT – a qualified...

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This episode focuses on one estate tax planning strategy that tends to be more popular in higher or rising interest rate environment, and that is a QPRT – a qualified personal residence trust. Tune in and hear more from Advanced Planning’s Jenna Washatka.
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Author AuguStar Financial
Organization Ohio National
Website -
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