Insights

The choice between gifting assets during your lifetime and passing them to heirs through your estate involves more than estate taxes. Georgia Lord, Head of Financial Planning at Corbett Road, explains how cost basis, gifting rules, retirement accounts, and state tax considerations can shape a wealth transfer strategy.

Healthcare costs can play a significant role in retirement planning. Camilla Carvalho, Wealth Manager at Corbett Road Wealth Management, explains what to review during Medicare's Annual Enrollment Period and how coverage decisions may connect to your broader financial strategy.