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Daily Archives: August 15, 2023

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Preserving Family Wealth: Leveraging QTIP Trusts for Your Family’s Future

Case Study, Estate, Family Finances, FeaturedBy Editorial TeamAugust 15, 2023

Research Analyst Nick Antonucci, CVA, CEPA, Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Josh Weidie, CFP®, CWS®, team up to help an investor who wants to provide for his wife when he passes but is also concerned about keeping certain assets in the family.

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