2020 feels a lot like a Perfect Storm. A pandemic, political and social unrest, and economic turmoil.

Depending upon when you watch this, you may be fretting about how the election will affect your asset portfolio and estate planning. David Weaver shares different estate planning opportunities to consider before year-end as well as a few “Gotcha’s” to be aware of so you can avoid the lurking landmines.



2020 has been an interesting year and many are looking forward to putting it behind us. Before you do, consider David’s insight to capitalize on opportunities that may be going away in the near future.

Contact us and we can help you with insights, other resources, and see if it makes sense to work together. At the very least, in 30 minutes, you may get some ideas you can apply to your business right away.


Personal Financial Planning

Estate planning is a complex endeavor, especially for owner’s of capital intensive complex business’. Throw active and inactive family into the mix and trying to figure out what is fair, how to provide opportunities for the next generation without enabling them and maintain family harmony.

Click the following link for more drill down resources on Personal Financial Planning.

In complex family and business environments, it is imperative to lean on expert legal and tax advice who specialize in the same size business and estate as you.  We are not attorneys or CPA’s, but know experienced advisers if you are looking for sophisticated advisory services.

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