Original Air Date: August 12, 2023

Research Analyst Nick Antonucci, CVA, CEPA, Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Josh Weidie, CFP®, CWS®, team up to help an investor who wants to provide for his wife when he passes but is also concerned about keeping certain assets in the family.

Read the Article: https://www.henssler.com/preserving-family-wealth-leveraging-qtip-trusts-for-your-familys-future