Estate Planning

A carefully prepared estate plan will allow you to achieve many goals. Ensure the financial security of your spouse; determine what should be left to children, grandchildren and beyond, and how their inheritance should be handled if they are young; dispose of the family business; minimize the effects of taxes on your estate; empower a reliable executor or trustee to invest and manage the assets of your estate. Our estate planning services include management, gifting, and death transfer tax, plus extensive services to balance tax exposure and protect non-traditional assets. We utilize multiple financial strategies and instruments to make the most of your estate.

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Equifax Data Breach

Kathie Gedde & Brenda Bartlett

September 11, 2017

You may have heard about a massive data breach at Equifax, one of the nation’s three main credit reporting agencies.  Approximately 143 million people may be...

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