The Gift of Financial Health: Best Practices for Keeping Your Will Up to Date

2025-03-17T14:43:41+00:00March 17, 2025|Blog, Estate Planning|

Estate planning isn’t something you do once and forget about—it’s an ongoing process that helps ensure your financial affairs are in order and your loved ones are taken care of. [...]

Advanced Estate Planning for High-Net-Worth Retirees: Solving Real Problems with ILITs, GRATs, and CRTs

2025-01-27T18:00:14+00:00January 27, 2025|Blog, Estate Planning|

Imagine this: Sarah and Robert, a retired couple in their late 60s, have spent decades building a comfortable life. Robert sold a successful business, and their combined estate, valued at [...]