The American Rescue Plan Act of 2021

by dbreckenridge | Mar 15, 2021

The American Rescue Plan Act of 2021 Download our Whitepaper Download our white paper on “The American Rescue Plan Act of 2021”. Let’s Talk! You can call us at (651) 483-4521 or fill out the form below and we’ll contact you to discuss your...

The Consolidated Appropriations Act, 2021

by dbreckenridge | Jan 4, 2021

The Consolidated Appropriations Act, 2021 Download our Whitepaper Download our white paper on “The Consolidated Appropriations Act, 2021”. Let’s Talk! You can call us at (651) 483-4521 or fill out the form below and we’ll contact you to discuss...

2020 Year-End Tax Planning for Individuals

by dbreckenridge | Nov 17, 2020

2020 Year-End Tax Planning for Individuals Download our Whitepaper Download our white paper on “2020 Year-End Tax Planning for Individuals”. Let’s Talk! You can call us at (651) 483-4521 or fill out the form below and we’ll contact you to...

Pairing a Pour-Over Will With Your Trust

by dbreckenridge | Oct 30, 2020

Pairing a Pour-Over Will With Your Trust Download our Whitepaper Download our white paper on “Pairing a Pour-Over Will With Your Trust”. Let’s Talk! You can call us at (651) 483-4521 or fill out the form below and we’ll contact you to discuss...

Donor-Advised Funds: Giving with a Tax Advantage

by dbreckenridge | Sep 9, 2020

Donor-Advised Funds: Giving with a Tax Advantage Download our Whitepaper Download our white paper on “Donor-Advised Funds: Giving with a Tax Advantage”. Let’s Talk! You can call us at (651) 483-4521 or fill out the form below and we’ll contact...