October 2024
Have you given any thought to the concept of “heir quality?” We frequently encounter clients who want to ensure that...
March 2025
When it comes to your wealth, you have control over many financial decisions during your lifetime. But what happens when you’re no longer here? At the end of the day, your money, and the rest of your financial legacy, will go to one of three places: The government – in the form of estate taxes […]
C3 Financial Partners
September 2024
Recently, we had a conversation with a successful, self-made, now-retired client who joked his new job was doing the planning...
August 2024
Estate planning is often perceived as a complex and intimidating task, but it is an essential process designed to distribute...
July 2024
Buy-sell agreements are crucial tools in the realm of business continuity planning. These agreements ensure the seamless transition of ownership...
June 2024
For many small and medium-sized businesses, a few key individuals drive growth and profitability. Which raises the question – what...
May 2024
Every professional involved in tax and estate planning knows that we exist in a world where a big ticking clock...