Connecticut

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Tackling State Estate and Inheritance Taxes Head On

The old saying goes that death and taxes are the only two unavoidable occurrences in life. This is never more true for your clients than when it comes to inheritance and estate planning. While high-net-worth clients may be focused on what they’re leaving behind for their loved ones, a common blind spot is how much of a bite the state is going to take.


Most and Least Friendly States For Retirees’ Finances

When you’re talking to your clients about retirement planning, there are a lot of options on the table. While they certainly trust you when you recommend a Roth IRA over a traditional one or let them know what they need to include in their estate plans, what about the choice of where to live?