04
Jun
Everyone needs an Estate Plan, and most of the people I’ve met prefer the idea of being remembered in a positive light – especially in the eyes of those they care most about. What people do not want are heirs remembering a total mess. The Estate Tax & The Marital Deduction As of 2022, every […]
13
May
So the larger planning firms must be better at what they do, right? They must have proprietary skillsets, technology, and other solutions that are only available through them. After all, they currently hold almost all of America’s wealth and frontload a shocking amount of lobbying money against the fiduciary standard. The assumption by many clients […]