Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
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Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”