Evansville 812-464-9161 Louisville 502-584-4142
The American Rescue Plan Act of 2021

The American Rescue Plan Act of 2021

Back to the Resource Gallery The American Rescue Plan Act of 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 specific...
The Consolidated Appropriations Act, 2021

The Consolidated Appropriations Act, 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

2020 Year-End Tax Planning for Individuals

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

Pairing a Pour-Over Will With Your Trust

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

Donor-Advised Funds: Giving with a Tax Advantage

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...