By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] Solid estate planning is a key component of a retirement plan—at Franklin Retirement Solutions, we like to think of retirement planning like a […]
Jeremy Explains Why Most Estate Disputes Are Preventable Read More »
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] The term “tax bomb” is not new, and it’s often used to describe what some retirees can face if they don’t plan properly.
Jeremy’s Warning: The Hidden Tax Bomb Waiting for the Next Generation Read More »
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] Are we done with freeze warnings and winter yet? Between that and allergy season, I think we are all ready for the weather
Spring Cleaning with Jeremy: Estate Planning Edition Read More »
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] Gifting is one of the most powerful, yet most misunderstood tools in estate and tax planning. In this article, when I mention Gifting,
by Jeremy A. Wechsler, Esq.Investment Advisor [email protected] I’m rounding out my first year at Franklin Retirement Solutions in a couple of months, and I couldn’t be prouder of our team
Your Long-Term Care Options, Explained by Jeremy Read More »
by Jeremy A. Wechsler, Esq.Investment Advisor [email protected] Back when I was practicing estate planning law full time, I saw too many people fall into easily avoidable scams. The nature of
by Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] The extreme market swings we’ve experienced over the last month can be unsettling, and the talk of a potential recession
Market Downturns Are Scary—But They’re Great for This Tax Strategy Read More »
by Jeremy A. Wechsler, Esq.Estate & Elder Planning Attorney | Investment Advisor [email protected] What is a legacy? It’s not just money or property. A legacy is everything you’ve worked hard
The Most Important Conversation You’re Probably Avoiding Read More »