04
Jun
Everyone needs an estate plan. And most people prefer the idea of loved ones remembering them in a positive light – not for estate planning missteps. The Estate Tax & The Marital Deduction As of 2023, every United States citizen receives an Estate Tax deduction of 12.92 million dollars usable over their lifetime. This […]
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 […]