by Candace Hackborn | Sep 30, 2022 | Uncategorized
The Wealth Transfer: Financial Literacy and Family Values FAMILY & LIFESTYLE The two go hand in hand to best prepare your heirs. Build a foundation for financial values long before any money changes hands. It can be difficult to not only know when to start talking...
by Carrie | May 12, 2022 | Uncategorized
Reason Number Four: PHILANTHROPIC GIVING Currently, you may gift up to $16,000 ($32,000 for couples) per year to any number of individuals without triggering gift taxes. Gifts in excess of this amount are applied against your lifetime gift tax exemption. If you...
by Don Hershberger | Feb 4, 2022 | Uncategorized
he start of a new year always brings a refreshed opportunity to evaluate your goals and takestock of your financial health. Many of our clients use the month of February to refine their estate plans as a gesture ofsupporting their legacy and loved ones for years to...
