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Posts tagged estate planning strategies

Estate Tax Exemption 2026: What Changed and What Didn't

Discover what the 2026 estate tax law means for your family, including gifting strategies, trust planning, and federal tax exposure.

Financial PlanningJuliette Cooke, CFP®, CKA®June 4, 2026federal estate tax exemption 2026, estate tax limit 2026, estate planning strategies, gift tax exemption 2026, GST tax exemption, TCJA estate tax changes, OBBBA estate tax, wealth transfer planning, estate tax planning, high net worth estate planning, federal gift tax rules

Why Do Financial Advisors Recommend Annuities?

Why do financial advisors recommend annuities? Explore how these products offer guaranteed income, tax advantages, and estate planning benefits for a secure retirement.

Financial PlanningJuliette Cooke, CFP®, CKA®January 13, 2025financial advisor fees, annuities, pros and cons of annuities, estate planning strategies, financial planning

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