May 2024
Every professional involved in tax and estate planning knows that we exist in a world where a big ticking clock is counting down to a potentially seismic change that will impact estates and how they are taxed. We are referring to the enacted sunsetting of the current gift and estate tax exemption amounts at the […]
C3 Financial Partners
April 2022
There are 2 times you can get in trouble — getting in and getting out! Curious, how many canoes do...
April 2022
Most of our clients have three objectives: They want to minimize taxes; They want to maximize the amount that goes...
March 2022
The Federal debt has more than doubled in the last 10 years.  And economists expect it will continue on this...
February 2022
Back to the Future: The Central Role of Family Legacy and Family Governance in Today’s Estate Planning Before there were...
January 2022
Todd, Carolyn, and Celeste continue their discussion on how Covid-19 and Congress (potentially) have impacted life insurance products and the...
December 2021
What a ride the last two years have been!  We think A Terrible, Horrible, No Good Year, a journal of...
FINRA Broker Check