shannon

Estate Freezes and Refreezes are valuable tools for managing the tax liability that arises on…

Creating a climate where intergenerational transitions are supported. "Shirtsleeves to shirtsleeves in three generations,” they…

Effective succession and estate planning require a holistic approach. It can take a lifetime –…

Increasing tax rates for individuals and investment holding companies: Is there an alternative strategy? Welcome to…

What are some of the ways that life insurance can help high-networth individuals protect their…

What are some of the key ways in which life insurance enables HNW financial planning strategies?…