An impactful strategy for individuals, retirement plans and nonprofits.
Watch our informative webinar to find out. You’ll learn how to determine if your advisor measures up in this era of increased litigation, IRS audits, an aging workforce and more.
“For the 99.5% Act,” the proposed federal legislation pending in Washington, is expected to have a dramatic effect on the estate planning landscape for wealthy families. Some of the proposed changes have already passed the House Ways and Means Committee.