A popular estate planning tool, IDGTs are particularly useful now through December 31, 2025.

Landmark’s Josh Kaplan outlines seven points for consideration as retirement approaches.

Financial markets struggled in the 3rd quarter.

Even when markets are down, like the one we are currently experiencing, certain strategies can help mitigate losses and improve an investor’s long-term financial success.

US markets entered bear market territory during the 2nd quarter with concerns over inflation morphing into fears of slowing economic growth.