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C in CFAD
Reflecting Catholic Values
Catholic Identity
Mission, Vision & Values
Leadership
Transparency
Updates & Events
Contact
Plan
Maximize Your Legacy of Values
Ways to Give
Individuals
Catholic Organizations
Professional Advisors
Asset, Income & Tax Benefits
Latest News to Help Plan
Invest
Catholic Responsible Investing
Best Practices
Strategic Portfolios
Investment Reports
Oversight
Grant
Funding Used as You Intend
Stability for the Faith
Types of Funds
Current Funds
Grant Application & Evaluation
Donate
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Tuesday
,
November
14
,
2023
,
12:00 PM
-
1:00 PM
Higher Interest Rates and Their See-Saw Effect on Wealth Transfer Strategies
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Tuesday
,
November
14
,
2023
,
12:00 PM
-
1:00 PM
Higher Interest Rates and Their See-Saw Effect on Wealth Transfer Strategies
With Applicable Federal Rates (AFR) at 15-year highs are the wealth transfer strategies we’re using still effective? To answer that, we'll look at examples of CRATs, GRATs, QPRTs, CRUTs and more.
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