What is the best way to pass on what you've saved to your family?
Is there a way to transfer your wealth to your family tax-free?
How can you minimize estate taxes to ensure that your heirs get the most of what you're passing on?
How can you control how your assets are used after you're gone?
How can you protect your assets from healthcare or Medicaid recovery?
How will your inheritance be impacted by The SECURE ACT?
Will any of the new tax laws have a negative consequence on your children or grandchildren after you pass?
How can you avoid mistakes that will negatively impact your children's government benefits like Social Security, Medicare, and VA Long-Term Care?