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The Importance of Estate Planning in 2021: Part 3-Leaving a Legacy

The Importance of Estate Planning in 2021: Part 3-Leaving a Legacy

Striving for Peace in Uncertain Times We have attended many industry seminars and conferences and we always enjoy a good motivational speaker. One that really sticks with us is Dr. Jerry Linenger,[…]

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The Importance of Estate Planning in 2021: Part 2-Wills and Trusts

The Importance of Estate Planning in 2021: Part 2-Wills and Trusts

Striving for Peace in Uncertain Times We are living in uncertain times: the pandemic, a new administration and congress, with many parts of the economy struggling. There is a tone of worry and[…]

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The Importance of Estate Planning in 2021: Part 1-Living Issues

The Importance of Estate Planning in 2021: Part 1-Living Issues

Striving for Peace in Uncertain Times We are living in uncertain times. Currently, we are approaching the one-year anniversary of the COVID-19 pandemic’s introduction to the US. Many of us know a[…]

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Estate and Death Taxes Proposal, More People Affected

Estate and Death Taxes Proposal, More People Affected

The new administration has made their tax priorities clear. They would like to return taxes to the prior levels. One of the most significant changes could affect the tax at transfer of the assets[…]

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