This blog discusses podcasts that retirees might enjoy, including ones about living in retirement.

This blog will discuss education savings programs, including 529 plans and other options.

Thinking about extended care can be challenging, especially when it comes to cost. Help your clients know their options to make this more affordable.

A look at the history of estate taxes, how they have changed over time, and will continue to change in the future.

This blog will talk about what GRATs are and who they might be suitable for, as well as their pros and cons.

Your clients, especially those who are considered HNW, will need to examine their estate strategy in the coming months as the estate tax is set to return to pre-2018 levels.