Blog

Don’t Treat Your Home Like A Cash Cow

Published by Ron Carson Almost everyone once thought of their house as their largest and safest investment—until the bubble burst. For generations, prudent “savers” would put sizable chunks of their incomes into their homes.

Is your Legacy in a Dynasty…Trust?

Published by Mark Petersen Many people struggle with determining how much inheritance to leave their children and future generations. As Wealth Planners, we often here the goal, “I want to leave enough wealth to my children to provide them with opportunity. However, I do not want to leave t …

Dear Santa, No Puppies

Published by Beth Schanou During this time of year it is very common to see commercials or holiday movies with an adorable puppy or kitten as a Christmas gift. That scene and lasting image it leaves in our mind is very heart warming. While it may seem brilliant in that moment, gifting a pup …

Is Survivorship Life Insurance Right for You?

Published by Mark Petersen Do you own a family farm or privately held business which you would like to keep in the family? A survivorship policy works well and may be recommended to create estate tax liquidity when a significant taxable estate value is held in one or more illiquid assets. F …
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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