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Trust, Estate & Gift Practice

Trust that Your Financial Legacy Carries On with the Right Type of Trust

Trust that Your Financial Legacy Carries On with the Right Type of Trust

Different types of trusts are available to help ensure your long-term financial legacy is honored and more of your assets go to the people or causes you care about, rather than taxes. At the simplest level, a trust is a legal arrangement that gives you, another person, or an institution
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How to Protect Your Assets from Future Long-term Care Needs

How to Protect Your Assets from Future Long-term Care Needs

Last updated on May 3rd, 2024In truth, none of us know what type of medical care we’re going to need in the future. Some may need none and some may need care for years. We just don’t know. What we do know is that future healthcare costs can wipe out
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Understanding Estate Freezes: A Wealth Preservation Strategy

Understanding Estate Freezes: A Wealth Preservation Strategy

An estate freeze is a sophisticated tool often employed in the realm of estate planning and wealth management, especially within family-run businesses. When executed correctly, it can help reduce taxes owed on your estate upon your death and help transition your business to the next generation in a smooth, tax-effective
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Don’t Leave Your Legacy to Chance: Develop and Update Your Estate Plan Today

Don’t Leave Your Legacy to Chance: Develop and Update Your Estate Plan Today

Last updated on March 4th, 2024Jack and Jill decided it was time to get an estate plan in place. They met with their advisor and started a gifting plan to their children, grandchildren, and great-grandchildren. Unfortunately, both Jack and Jill passed away before the plan was complete. Had they started
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Lake Katrine Office Temporarily Closed

The Lake Katrine office location will be temporarily closed for the next few months due to office renovations. All Lake Katrine employees can still be reached at the LK phone number, email and other office locations! Thank you for your patience & looking forward to serving you from our newly updated office space!

Map of Qualified Census Tracts (QCTs)

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  • Under Map Options select “Color QCR Qualified Tracts”