Use It or Lose It: Federal Gift and Estate Tax Exemption Set to Sunset at the End of 2025
"The Tax Cuts and Jobs Act (TCJA) of 2017 nearly doubled the federal lifetime gift and estate tax exemption. In 2024, this act currently...
top of page
kaitlin317
Oct 121 min read
Estate planning for Indigenous Americans
In an article from J.P. Morgan, they explain why estate planning for Indigenous Americans can be slightly more complex, "For Indigenous...
5 views0 comments
kaitlin317
Aug 191 min read
Do you think your company is resilient against cyber risks?
A recent Cohesity study found that, "Most companies fall short on business continuity as malicious threat activity continues to rise."...
1 view0 comments
kaitlin317
Jun 201 min read
Say ‘I Do’ to Estate Planning
"For the many couples who get engaged during this period, the focus is often on planning the wedding, dreaming about the honeymoon, and...
5 views0 comments
kaitlin317
Jun 71 min read
What will the president’s proposal look like for farmers when paying income taxes, capital gains taxes, estate taxes, and more? Find out what the future looks like for Farmers and their families!🧑🌾
Find the article at Farmprogress.com https://www.farmprogress.com/farm-business-planning/how-biden-s-budget-proposals-could-affect-farm...
4 views0 comments
kaitlin317
Apr 191 min read
In the digital age we are living in now, it can be very easy to fall for scam texts, calls, emails, and more, no matter what age you are!
In an article from Marcus.com, it was found that "over the past five years, consumers around the globe have lost $37.4 billion to...
0 views0 comments
kaitlin317
Mar 201 min read
End of Life Planning Market Set to Reach $45.17 Billion by 2030
In a recent article from PR Newswire, a recent surge in global end-of-life planning is projected to attain a market size of $45.17...
6 views0 comments
kaitlin317
Dec 19, 20221 min read
Year End Financial Planning Checklist
2022 is coming to a close, and it's time to reflect on the financial milestones you hit this year, and how to make next year even better....
10 views0 comments
bottom of page