May 20, 2023 The 5 Best Podcasts About Living in Retirement This blog discusses podcasts that retirees might enjoy, including ones about living in retirement. Read More
May 20, 2023 529 vs. Other Educational Savings Programs This blog will discuss education savings programs, including 529 plans and other options. Read More
May 2, 2023 Cost-Saving Strategies for Extended Care Thinking about extended care can be challenging, especially when it comes to cost. Help your clients know their options to make this more affordable. Read More
May 2, 2023 A Brief History of Estate Taxes A look at the history of estate taxes, how they have changed over time, and will continue to change in the future. Read More
May 2, 2023 What Are Grantor Retained Annuity Trusts (GRATs)? This blog will talk about what GRATs are and who they might be suitable for, as well as their pros and cons. Read More
May 2, 2023 Are You Prepared For An Estate Tax Sunset? 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. Read More