The Consolidated Appropriations Act, 2021

by Don Breckenridge | Jan 4, 2021

The Consolidated Appropriations Act, 2021 Download our Whitepaper Click below to view our in-depth whitepaper. Let’s Talk! You can call us at (800) 241-0151 or fill out the form below and we’ll contact you to discuss your specific situation....

2020 Year-End Tax Planning for Individuals

by Don Breckenridge | Nov 17, 2020

2020 Year-End Tax Planning for Individuals Download our Whitepaper Click below to view our in-depth whitepaper. Let’s Talk! You can call us at (800) 241-0151 or fill out the form below and we’ll contact you to discuss your specific situation....

Pairing a Pour-Over Will With Your Trust

by Don Breckenridge | Oct 30, 2020

Pairing a Pour-Over Will With Your Trust Download our Whitepaper Click below to view our in-depth whitepaper. Let’s Talk! You can call us at (800) 241-0151 or fill out the form below and we’ll contact you to discuss your specific situation....

Donor-Advised Funds: Giving with a Tax Advantage

by Don Breckenridge | Sep 9, 2020

Donor-Advised Funds: Giving with a Tax Advantage Download our Whitepaper Click below to view our in-depth whitepaper. Let’s Talk! You can call us at (800) 241-0151 or fill out the form below and we’ll contact you to discuss your specific situation....

2020 Mid-Year Tax Planning Tips

by Don Breckenridge | Aug 26, 2020

2020 Mid-Year Tax Planning Tips Download our Whitepaper Click below to view our in-depth whitepaper. Let’s Talk! You can call us at (800) 241-0151 or fill out the form below and we’ll contact you to discuss your specific situation. "form_1693258270"...