By Beth Schanou
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 …
By Mark Petersen
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 …
By Ron Carson
Published by Ron Carson With Thanksgiving just days away, I thought I’d take some time to share what makes me so thankful this holiday season. After all, aside from spending wonderful time with family and sharing great food (and wine), this holiday is all about reflecting and giving thanks …
