March 2023

Federal Government Revenue Proposal: Estate Planning Under Attack With Promises of More Taxes

Federal Government Revenue Proposal: Estate Planning Under Attack With Promises of More Taxes

Authored by Mark Lobb As we entered 2023, many states cut taxes on individuals and companies with lofty goals of spurring investments, stabilizing growth, and assisting families during an inflationary period.  The vice president of taxation and public finance for the Indiana Chamber of Commerce declared the tax cut in Indiana could provide a boost […]

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Chasing Ever-Changing Laws and Life Situations Which May Invalidate Your Estate, Asset Protection and Tax Plans

Is Your Planning Structure Current? Chasing Ever-Changing Laws and Life Situations Which May Invalidate Your Estate, Asset Protection and Tax Plans

Authored by Mark Lobb Charles Darwin has many great quotes, but one of my favorites is as follows: “It is not the strongest of the species that survive, not the most intelligent, but the one most responsive to change.” You may have put a great planning structure together at one point which was considered “strong”

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