In truth, none of us know what type of medical care we’re going to need in the future. Some may need none and some may need care for years. We just don’t know. What we do know is that future healthcare costs can wipe out lifetime savings, assets, and financial

An estate freeze is a sophisticated tool often employed in the realm of estate planning and wealth management, especially within family-run businesses. When executed correctly, it can help reduce taxes owed on your estate upon your death and help transition your business to the next generation in a smooth, tax-effective

Last updated on March 4th, 2024Jack and Jill decided it was time to get an estate plan in place. They met with their advisor and started a gifting plan to their children, grandchildren, and great-grandchildren. Unfortunately, both Jack and Jill passed away before the plan was complete. Had they started