Tag: tax

Conversations Clients Want The Most, Part 2 – Estate Planning

Financial Planning  |   September 25, 2018  |  
Ryan Halls

Situation: Estate Planning in the New Tax Environment One of the most valuable financial planning topics for high net worth individuals is estate planning. Establishing an estate plan can significantly preserve wealth, improve flexibility, and maintain control over what you leave to your heirs and to charity. With Congress passing the Tax Cuts and Jobs […]