• What are the differences between wills and trusts?
• How could LTC planning affect my estate?
• How can I ensure that I retire successfully and efficiently transfer my assets to the next generation?
• Q&A Session

We have a new President, so does that mean new tax laws or the expiring Trump tax laws? It means taxes will go up, so the time to act is now.
What year-end changes should you make?
What to do differently for next year?
We will cover that and more.​​​​​​