Luke A. Palmer, CFP®, AAMS®, CRPS®, AWMA®

Luke A. Palmer, CFP®, AAMS®, CRPS®, AWMA®

Owner and Chief Executive Officer, Palmer Wealth Group™

Luke A. Palmer, CFP®, AAMS®, CRPS®, AWMA®, is Owner & Chief Executive Officer of Palmer Wealth Group™, a Fort Worth-based wealth management practice serving families with substantial and multigenerational wealth.

Securities and advisory services are offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Palmer Wealth Group™ and Commonwealth Financial Network® are separate entities.

The views expressed are those of the author and do not constitute investment, tax or legal advice. Readers should consult their own advisers regarding their specific situation.

Latest articles by Luke A. Palmer, CFP®, AAMS®, CRPS®, AWMA®

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The Danger of the Word ‘Permanent’ in Estate Planning

Higher estate tax exemptions may be presented as "permanent," but relying on tax rules to stay the same — and not regularly updating your estate plan — is risky.