Happy New Year! Well, tomorrow, at least. 🙂 I thought I’d close out this year by letting you see inside the Kimono and get a peek at what we’re focusing.
Merry Christmas! No big message or lesson today – I just hope Santa brought you something special. 🙂 And, a reminder (okay one small message) – you only get so.
Happy Sunday! If you are like me and follow a bunch of CPAs and attorneys on TikTok, then you can’t go a video or two without someone making a video.
Happy Sunday! I hope you enjoyed last month’s theme – ILITs (irrevocable life insurance trusts). But, November is over, so it’s time for a new topic! This month, since it’s.
Happy Sunday! Before I get to the good stuff I wanted to take a moment to wish you a Happy Thanksgiving! I always love to take a minute around this.
Happy Sunday! This is week two of our ILIT (irrevocable life insurance trust) deep dive. As I’m sure you remember, an ILIT basically works like this: 1. The grantor creates.
Estate taxes. Everyone wants to have enough money to have to pay them, and everyone wants to avoid them. Well, today you’re in luck. I’m going to teach you about.
Since I’m kind of killing time before I get into November’s deep dive into irrevocable life insurance trusts, I thought I’d open up a little and tell you what this.
Hello! I hope you are having an amazing Sunday. I’m sure I’m going to even though it’s not yet Sunday as I’m writing this. 🙂 If you’ve been around for.
I love holidays. Not only are they great opportunities to spend time with family and friends, they give me an easy topic to write about for this newsletter. 🙂 And.
