Planning for the Here and NowPlanning for the Here and Now
In the past few months, we've witnessed political and economic events that are unprecedented in recent memory. The debt crisis and ensuing investment market fluctuations, record low interest rates that we've been assured are unlikely to rise in the near term and speculation about major tax law changes have combined to create an environment for estate and financial planning that some might describe
Robert F. Sharpe, Jr., president of The Sharpe Group, Memphis, Tenn.
In the past few months, we've witnessed political and economic events that are unprecedented in recent memory. The debt crisis and ensuing investment market fluctuations, record low interest rates that we've been assured are unlikely to rise in the near term and speculation about major tax law changes have combined to create an environment for estate and financial planning that some might describe as uncharted territory.
In times like these, when there are so many unknowns, it may be best to stop and consider what's still relatively certain — and what that may mean for those who are philanthropically inclined, but who understandably want to maintain economic security for ...
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