“Strategies in which a taxpayer creates a future or remainder interest for another person or a charity generate more tax benefits today than they did when rates were lower. The tax benefits of those strategies will be even higher in a few months if rates continue moving higher.
“Higher interest rates mean a taxpayer receives a higher tax deduction for setting up future charitable gifts through a charitable remainder trust or charitable gift annuity.
“Higher interest rates also can lower potential gift taxes and allow taxpayers to leave more wealth tax-free to heirs by creating a qualified personal residence trust or having an heir purchase a remainder interest in an asset.”
(continued)
● “How Higher Interest Rates Could Change Your Estate Tax Strategy,” Forbes, 10/23/26:
ARTICLE LINK: https://www.forbes.com/sites/bobcarlson/2026/10/23/interest-rate-changes-affect-income-and-estate-tax-planning-strategies/
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