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Dynasty Trusts Keep on Giving Long Into the Future

Leslie Gibbens
October 19, 2017
Growing Your Wealth, Managing Your Money
With a properly executed estate plan, your wealth can be enjoyed by your children and even their children. But did you know that by using a dynasty trust you can extend estate tax benefits?

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Who Should Own Your Life Insurance Policy?

Doug Koenig
October 19, 2017
Growing Your Wealth, Managing Your Money
If you own life insurance policies at your death, the proceeds will be included in your taxable estate. Ownership is usually determined by several factors, including...

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Estate Tax Relief for Family Businesses

Leslie Gibbens
October 06, 2017
Building Your Business
For many eligible business owners, Internal Revenue Code Section 6166 provides welcome relief. It permits qualifying estates to defer a portion of their estate tax liability for up to 14 years...

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Recap of Clue: Goehner Centennial Melodrama

Kelly Robare
October 05, 2017
Retiring Your Way
“So now you play our little game of murder. You try your best and play the game to win. No matter if you land on top or bottom, you’ve played it. And now it’s time to play the game again.” –“The Game"

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Tax-Conscious Bequests

Doug Koenig
October 05, 2017
Growing Your Wealth, Managing Your Money
The advent of a higher amount exempt from the federal estate tax ($5.49 million in 2017) has reduced the need for tax-aware estate planning, but it has not eliminated it altogether. Let's take a look.

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The Framework for Tax Reform

Leslie Gibbens
October 05, 2017
Growing Your Wealth, Managing Your Money
On September 27, President Trump released a nine-page “framework” for new tax legislation. The new target for the corporate tax is 20% instead of 15%. The “border-adjustable tax” is history.

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Regulatory Update: Tax Reform

John Nownes
October 04, 2017
A look at the DOL Fiduciary rule, Trump administration's approach to tax reform, and tax relief for hurricane victims.

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September 2017 Investment Update

October 03, 2017
Growing Your Wealth
Overall, the combination of steady growth, low interest rates, and the absence of inflation concerns have provided fuel for the markets to produce strong returns.

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How an HSA can Benefit Your Estate Plan

Leslie Gibbens
October 03, 2017
Growing Your Wealth, Managing Your Money
One health care arrangement soaring in popularity in recent years has been the pairing of a high-deductible health plan with an HSA, which can help you achieve your estate planning goals...

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Investment Overview: 3rd Quarter 2017

Ryan Sailer
October 02, 2017
Growing Your Wealth
Despite increasing political instability at home and rising tensions abroad, the underlying economic backdrop has largely been supportive of financial markets...

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