In financial planning and estate taxes, it's important to recognize that the rules of the tax game are neither stable nor predictable.

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If there’s complexity, practicing collaboration and tapping into diverse sources of expertise is how financial planning can add real value for you.    

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With the passage of the Secure Act in 2019, smart sequencing of your retirement income can mean lower taxes and more wealth for you, your family, and charity.   

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Big premium increases, exploding health costs in old age, and gaps in coverage means you need to be smart when considering long term care insurance.   

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With increasing Long Term Care costs, financial portfolios that otherwise might ensure an enjoyable retirement can face dangerous depletion. Many married couples will face five or ten or more person years of long term care expenses, and that represents a huge threat to  their finances.  

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