The Consolidated Appropriations Act, 2021

by dbreckenridge | Jan 4, 2021

Back to the Resource Gallery The Consolidated Appropriations Act, 2021 Download our Whitepaper Download our white paper for more information. Let’s Talk! You can call us at (800) 880-7800 or fill out the form below and we’ll contact you to discuss your...

2020 Year-End Tax Planning for Individuals

by dbreckenridge | Nov 17, 2020

Back to the Resource Gallery 2020 Year-End Tax Planning for Individuals Download our Whitepaper Download our white paper for more information. Let’s Talk! You can call us at (800) 880-7800 or fill out the form below and we’ll contact you to discuss your...

Pairing a Pour-Over Will With Your Trust

by dbreckenridge | Oct 30, 2020

Back to the Resource Gallery Pairing a Pour-Over Will With Your Trust Download our Whitepaper Download our white paper for more information. Let’s Talk! You can call us at (800) 880-7800 or fill out the form below and we’ll contact you to discuss your...

Donor-Advised Funds: Giving with a Tax Advantage

by dbreckenridge | Sep 9, 2020

Back to the Resource Gallery Donor-Advised Funds: Giving with a Tax Advantage Download our Whitepaper Download our white paper for more information. Let’s Talk! You can call us at (800) 880-7800 or fill out the form below and we’ll contact you to discuss...

2020 Mid-Year Tax Planning Tips

by dbreckenridge | Aug 26, 2020

Back to the Resource Gallery 2020 Mid-Year Tax Planning Tips Download our Whitepaper Download our white paper for more information. Let’s Talk! You can call us at (800) 880-7800 or fill out the form below and we’ll contact you to discuss your specific...