
Estate Planning
Use It Or Lose It Gifting
Did you know that there is an estate planning strategy to use completed gifts to your spouse to take advantage of the current tax structure in 2021.
Continue ReadingThis webinar is for women that own their own business or are seeking to start their own business. We will go over the basics of estate and business planning to equip you with information that will help to ensure that you and your business are protected.
Continue ReadingDid you know that there is an estate planning strategy to use completed gifts to your spouse to take advantage of the current tax structure in 2021.
Continue ReadingJoin us for a webinar covering the legal side of Lake House Ownership. We'll help you learn how to protect your family and turn your vacation home into a legal entity that can provide protection and tax benefits to you.
Continue ReadingLosing someone you love is never easy. As you grieve their loss and celebrate their memory, the last thing you want to consider is: what do I do next? Is there anything I am forgetting?
Continue ReadingWith the Democrats controlling the White House and Congress, there is a lot of uncertainty, but two things remain certain: death and taxes. This phrase has been a consistent theme throughout the history of our great nation and will continue...
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