An ILIT is a powerful tool that should be considered in wealth management and estate planning for those who may be approaching the estate tax threshold. An ILIT can provide you and your loved ones with significant benefits. The attorneys...Continue Reading
Post Election Webinar: Your Estate Plan May Need to Adjust
President-Elect Biden has proposed significant changes to the tax code. These changes may require revisions to your Estate Plan prior to the end of the year. Join us for a webinar that will address how the proposed changes will affect your family and how you can be better prepared.Continue Reading
Over the next two to three decades, the U.S. will see the largest generational wealth transfer in history from the boomer generation.
Consequently, a large concern for many families is potential changes to the death tax, especially in an election...Continue Reading
Please join John for an informative webinar so we can help take the fear out of your important planning!Continue Reading