Long Term Care Insurance (LTCI) is insurance that covers the gap in care that is left by Medicare and standard health insurance coverage. LTCI is obtained by an individual for
The estate/gift tax is a tax based on the value of the assets an individual owns at the time of death or gave away during their lifetime. Luckily, there is
The Estate Tax, also known as the “death tax,” is going to be a reality for many more individuals once the estate tax threshold lowers automatically in 2025. One strategy
I have spoken at length about how pre-taxed funds can complicate an estate plan. While having a fund that you can grow with pre-taxed money can increase the rate of
If you wanted to cross a bridge and someone told you that the bridge had a 70% chance of collapsing, would you cross it? No.