Choosing the Right Executor for Your Estate
KEY TAKEAWAYS Choosing the right executor for your estate is a big job. It’s more important than deciding who inherits […]
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You Need a Cohesive Wealth Management Team
KEY TAKEAWAYS For business owners, high-level executives, physicians and others with significant wealth, asset protection strategies can potentially be key
The Importance of Digital Estate Planning
KEY TAKEAWAYS Over the past several years, the rise of the Federal estate tax exemption has dramatically reduced traditional estate
Why You Need a Family ‘Business Plan’
KEY TAKEAWAYS Business Plans are the norm among companies—but they can also help families think and act with greater clarity.
Residency Tax Audits Because Of Lockdown
KEY TAKEAWAYS The Lockdown might draw scrutiny and trigger a state-level audit. For individuals who own a home and are
Estate Planning for the Family Farm and Your Legacy
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How to Make Charitable Giving Part of Your Financial Plan
KEY TAKEAWAYS Making charitable giving a part of your financial plan is a great way to ensure you have a
Event, Investment Management, Videos
What’s Next For The Economy And Markets 1st Half 2021
Join Nathan Krampe, CFP®, founder of Lion’s Wealth Management as he discusses the outlook for the first half of 2021
Family Office, Insights
Estate Planning for the Family Farm and Your Legacy
Running a family farm is exciting, but also poses difficulties when planning your estate. Your loved ones may or may not want to run the farm. As you plan your estate, you must make important decisions early on to decide how to best fulfill your legacy.
Insights, Podcast, Tax Mitigation, Wealth Planning
Four Ways to Avoid the Tax Torpedo in Retirement
Don’t let the tax torpedo eat your retirement savings. Without proper planning, your tax liabilities could far exceed what you anticipated, depleting your retirement income and the plans for your golden years. Learn how retirement planning must include avoiding the tax torpedo for the best outcome.