September 27, 2022 – Managing Director and Head of Wealth Planning, Mallon FitzPatrick, CFP® was featured in Financial Planning to discuss “Rising interest rates cause pain for estate planning moves used by the ultrarich.” Higher interest rates have kickstarted a clutch of increased costs on everything from mortgages and credit card balances to car loans and revolving credit lines. They’ve also reshuffled the tax strategies wealthy investors favor to pass assets to their heirs. Read the full piece here: https://bit.ly/3dSoLOD
