Wealth Planning Strategies for the Current Environment


By Jody R. King, JD, CPA

Vice President & Director of Wealth Planning

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

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