C3 Financial Partners

July 2022 Newsletter

A Perfect Storm: Now is the Time for Estate Planning

Rising inflation, low tax rates (for now), increasing interest rates, and uncertainty in Washington, D.C. and beyond.  These converging forces are the ideal reason to establish, or review, an estate plan.

This perfect storm of economic and political conditions highlights the benefits of incorporating today’s existing estate tax laws, structures, and available solutions into an estate plan.  Those not taking advantage of current estate planning tools and strategies, and waiting out present conditions, do so to their own potential detriment.

In our latest blog, available at the link below, we examine how these conditions might affect an estate and how we can work in coordination with other advisors to bring actionable solutions to make an estate plan effective.

Learn More


IRS Applicable Federal Rate Update

The rates continue to rise!  To see the current rates, as well as the historical rates, you can view our AFR report at the link below.

See the AFR Report


Upcoming Events

Save the date for these two interesting and informative events.

XPX San Antonio 2022 Summit

“Strategies for Business Progression”
C3 Financial Partners is a proud sponsor of the XPX San Antonio 2022 Summit.  XPX (Exit Planning Exchange) is a multi-disciplinary community of professional advisors who work collaboratively to help owners build stronger businesses and prepare for and execute successful business transitions.  More information about the upcoming event is available at the link below.

XPX San Antoni 2022 Summit
Thursday, September 22nd at the Club at Sonterra

C&C Event

Palliative Care
Dr. Stephanie Terauchi will speal on palliative care.  Dr. Terauchi specializes in providing comprehensive and holistic palliative care to patients and families facing serious illness and is an expert in palliative care program design.  At this event, she will address:

  • What is palliative care
  • Who is appropriate and when should they receive it
  • Benefits of palliative care
  • Advance care planning/End of Life Planning

Stephanie Terauchi, MD, Medical Director of Palliative Care – UT Southwestern Medical University
Wednesday, October 26th, 12-1 p.m.