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.
Family Office, Insights
Why You Need a Family ‘Business Plan’
Business Plans are the norm among companies—but they can also help families think and act with greater clarity. A family business plan can potentially help you and your loved ones grow stronger and wealthier. Here’s how.
Insights, Investment Management
Democrats Sweep – What It Mean For The Economy
Democrats’ sweep in the Georgia Senate runoffs means they can continue with some of their grand legislative plans for 2021 they made before the November election. Additionally, In the short term, the sweep could mean another round of economic stimulus.
Estate Planning, Insights, Podcast, Wealth Planning
Choosing the Right Executor for Your Estate
Choosing an executor for your estate is a big job. It’s more important than deciding who inherits your assets. This is the person who will execute your estate according to your wishes and the law. It’s a big job that requires a lot of work, professionalism, and patience. Knowing how to choose the right executor of your estate is important to ensure your estate is handled the way you want.
Insights, Investment Management
Prepare for 2021 [LIVE Webinar]
Join us as Lion’s Wealth Management’s founder Nathan Krampe, CFP® wraps up 2020 and explain his market outlook for 2021.
