Tune into KEYC News at 6:00pm on Wednesdays, starting March 8th, to see our very own Stacey Jones, alongside Bryan Atwood and Candee Deichman, for the Market Minute!

Spring 2021 Newsletter

How Estate Tax Changes Could Affect You And Your Family

https://www.forbes.com/sites/nextavenue/2021/04/09/how-estate-tax-changes-could-affect-you-and-your-family/

Now that the dust has settled from the 2020 election, see the following article from Ed Slott about the importance of taking advantage of your estate and gift tax exemptions.

https://www.financial-planning.com/news/tax-favored-gifts-exemptions-that-give-back-in-any-administration

Understanding Revocable Living Trusts

How to Get Your Estate Plan Done While Under Coronavirus Quarantine

https://www.kiplinger.com/article/retirement/T021-C032-S014-estate-planning-while-under-coronavirus-quarantine.html

Spring 2020 Newsletter

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