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Podcast: Planning for an estate freeze or re-freeze

June 15, 2020 |Tony Maiorino and Abby Kassar

If you’re the owner of an incorporated business, an estate freeze is a planning tool that may improve tax efficiency and help to simplify your estate planning.

Coronavirus contagion: Implications for the economy and stock market

February 25, 2020 |Global Portfolio Advisory Committee

Volatility has spiked as the coronavirus outbreak expands outside of China. We look at the potential economic impact and the risks to U.S. equities.