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Organizing for Tax (and Estate Planning) Season

It is the beginning of 2018, and so it is officially tax season.  Fortunately, you have until April 17th to file your taxes, but you should soon begin receiving your W-2 or 1099 forms to start preparing your taxes.  You also get to review your last year to begin...

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What to Expect from Estate Planning in 2018

2017 is quickly becoming a thing of the past, and 2018 is all the rage.  Optimism and goals reign, as does uncertainty.  We are all coming to grips with Congressional tax reform and how it might impact our lives.  Here are a few estate planning changes that we know...

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Why a Spendthrift Trust Can Be a Great Solution for Your Heirs

Your estate plan is made up of many smaller pieces.  You can mix and match these pieces to create a personalized and comprehensive plan that fulfills your needs and meets your goals.  One piece is a trust.  A trust allows you to delegate authority to someone you trust...

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Gift Giving the Tax-Free Way

The holidays is a generous time of giving.  However, almost know one wants the IRS to receiving any gifts.  Happily, the law allows you to give gifts without letting the IRS receive a portion of that gift.  Some of these laws are pretty straightforward with how they...

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Client Education Seminar

Join Brandon Rains and our special presenter, Katie Spencer. Dr. Katie Spencer is a wealth coach and clinical psychologist. Through her business Northbound Coaching, Dr. Spencer offers an insider’s perspective on wealth dynamics within family systems. By working to strengthen relationships and build the foundation to effectively navigate the landscape of wealth, she helps clients identify […]

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