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2020 Financial Markets Update


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An Important Gift to Your Family

February 20, 2014

Preparing for end-of-life decisions as part of a Legacy Plan is not a subject many of us wish to think […]

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Five Questions to Kick Start Legacy Planning

January 6, 2014

The start of the year often begins with goal setting. What are your New Year’s Resolutions? What do you want […]

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Benchmark Your Business Banking for a Successful 2014

January 6, 2014

Successful business owners and operators are adept at responding to changes in their industry environments.  Designing processes to efficiently and […]

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One Conversation Can Connect Generations

November 14, 2013

By Jim Sprout Many of us want to talk to our children and grandchildren about our hopes for them after […]

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What to Know Before You Go | Philanthropic Travel

September 9, 2013

As summer starts to wind down and fall begins, many find that it’s a great time to begin planning for […]

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The “Tax”-ing work of Estate Planning: What to Do After the American Taxpayer Relief Act of 2012

September 9, 2013

For many, the second half of 2012 was a stressful time for estate planning decisions. Concerned about the potential effects […]

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Conversations for a Lifetime

May 14, 2013

By Jim Sprout Over the last few years, each of our associates has attempted to refine and improve the value […]

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American Taxpayer Relief Act of 2012 | Tax Highlights

January 15, 2013

The American Taxpayer Relief Act of 2012 passed in the 11th hour was signed into law by President Obama on January 2, 2013. The following are some of the key highlights to be aware of for your businesses and individual tax situations.

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Offset the Impact: The American Taxpayer Relief Act of 2012

January 14, 2013

The “Fiscal Cliff” kept financial advisors and their clients in a state of flux for the better part of 2012. To avert this looming financial crisis, the U.S. House of Representatives approved the American Taxpayer Relief Act of 2012 (the Act) on January 1, 2013. Below we’ve outlined several provisions which may affect you and some considerations to help you offset the impact.

2020 Financial Markets Update

2012 Year in Review: Insights from our leaders

December 10, 2012

As 2012 comes to a close, there is a significant question about what the markets will bring for investors in the coming year. With the impending fiscal cliff and uncertainty in the global market, current trends such as decreased investing and the Generation Skipping Transfer Tax may yield insights onto what the financial markets could expect for next year.