Advisor Education & Training Center
Survivorship
An Estate Planning Renaissance of a Different Sort
⏲ 4 min read ⏲ The anticipated sunset of the Tax Cuts and Jobs Act in 2025 may no longer bring sweeping federal estate tax changes. Instead, state-level estate and inheritance taxes are emerging as…
Riding the First Wave of the Wealth Transfer
⏲ 3 min read ⏲ We often focus on the massive wealth transfer from baby boomers to their children and grandchildren. But the first—and often overlooked—step is what happens when one spouse, usually the husband,…
The LTC and Estate Tax Legislation Hedge
⏲ 6 min read ⏲ There’s been a lot of recent change in the Long-Term Care and Estate Planning markets. Between a potential wave of state level LTC legislation plus the passage of the One…
