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...

2020 Mid-Year Tax Planning Tips

by dbreckenridge | Aug 25, 2020

2020 Mid-Year Tax Planning Tips Download our Whitepaper Download our white paper on “2020 Mid-Year Tax Planning Tips”. 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 specific...