Wealth Planning Strategies for the Current Environment

The low interest rate environment and potential for income and estate tax changes create challenges and opportunities for specific wealth planning strategies

The combination of near record-low interest rates, the prospect of higher income and estate tax rates, and the changing of personal goals for some, presents an opportune time to reassess your wealth plan. In this video presentation, Fiduciary Trust’s Head of Wealth Planning, Jody R. King, JD, CPA, provides her thoughts on:

  • Attractive wealth transfer strategies that benefit from the low rate environment
  • Approaches to mitigate the impact of potentially higher income and estate taxes
  • Key financial and estate planning elements of a robust wealth plan


Published March 2021


  • Jody R. King, JD, CPADirector of Wealth Planning
    As the leader of Fiduciary Trust Company’s wealth planning practice, Jody focuses on developing customized wealth plans for clients that integrate al...Read More

The opinions expressed in this publication are as of the date issued and subject to change at any time. Nothing contained herein is intended to constitute legal, tax or accounting advice and clients should discuss any proposed arrangement or transaction with their legal or tax advisors.

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