Legacy Newsletter, Second Quarter 2018

April 2018

This newsletter includes:

  • Estate Planning Tidbits:  What You Need to Know About the New Tax Laws
  • Elder Law Update:  Are You Predisposed to Alzheimer’s Disease?  What to Consider Before Taking a Genetic Test
  • Business Minutes:  Two New Tax Changes That Will Impact Small Business Owners
  • Legacy Corner:  This Little Light of  Mine: Spotlight on your Social Media Legacy
  • Summer Giveaway:  Two tickets to Tim McGraw and Faith Hill Soul2Soul The World Tour
  • Upcoming Events: 
    • Stop Giving Uncle Sam a Tip

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Legacy Newsletter, Fourth Quarter 2017

December 2017

This newsletter includes:

  • Estate Planning Tidbits:  Family Feuds – When Heirs Fight Over Assets with Sentimental Value
  • Elder Law Update:  M-Words: 5 Brain-Boosting Memory Exercises for Aging Adults
  • Business Minutes:  The Importance of Year-End Planning for Small Business Owners
  • Legacy Corner: Give Thanks, Give Love and Give Acceptance
  • Upcoming Events: 
    • Making the Golden Years Golden
    • Asset Protection Planning for Families
    • Stop Giving Uncle Sam a Tip

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Legacy Newsletter, Second Quarter 2017

June 2017

This newsletter includes:

  • Estate Planning Tidbits:  The Benefits of an Irrevocable Living Trust
  • Elder Law Update:  Caregivers Also Need to Care For Themselves
  • Business Minutes:  What’s Your Plan for Exiting Your Business
  • Legacy Corner: Reconnect With Happy
  • Upcoming Events: DakotaFest 2017** and Do You Know What’s In Your Attic?
  • **NOTE: DakotaFest Seminar time change!
    • UPDATED TIME: Wednesday, August 16th at 9:30 am – 10:30 am 

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Legacy Newsletter, First Quarter 2017

March 2017

This newsletter includes:

  • Estate Planning Tidbits:  Estate Planning Fundamentals
  • Elder Law Update:  Obtaining Government Assistance
  • Business Minutes:  The Importance of Business Planning
  • Legacy Corner: Finding Joy In Everyday Pleasures

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Legacy Newsletter, Fourth Quarter 2016

December 2016

This newsletter includes:

  • Estate Planning Tidbits:  Protecting A Child’s Inheritance
  • Elder Law Update:  The Importance of Planning Early
  • Business Minutes:  Selling Your Business To The Highest Bidder Is Not Necessarily The Best Option
  • Legacy Corner: Gratitude Christmas Tree

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