Webinar: Estate Planning Advice for the Retired And High Net Worth
When is the best time to gift your house to someone? What tax situations will your children run into with a gift from you? What can you gift a child while still alive? Our recent webinar on estate planning for retirees and high net worth individuals answered all of those questions and many, many more. Brad Newman, our lead investment advisor located in Harrisburg,[...] Continue reading
14 June, 2022