Updating Your Will Can Contribute to a Relaxing Retirement Updating Your Will Can Contribute to a Relaxing RetirementJessica Patterson2024-01-09T11:59:46-05:00November 30th, 2021|Legacy Building, Estate Planning|
Potential Benefits of Lifetime Gifts Potential Benefits of Lifetime GiftsJessica Patterson2024-01-09T11:59:50-05:00November 9th, 2021|Legacy Building, Estate Planning|
Gifting with Tax Purposes in Mind Gifting with Tax Purposes in MindJessica Patterson2024-01-08T20:12:55-05:00December 8th, 2020|Tax Strategies, Legacy Building, Estate Planning|
12 Estate Planning Must-Dos 12 Estate Planning Must-DosJessica Patterson2024-01-09T11:59:57-05:00July 6th, 2020|Legacy Building, Estate Planning|
How to Pass on a Retirement Account How to Pass on a Retirement AccountJessica Patterson2020-09-29T18:51:50-04:00April 5th, 2019|Retirement, Legacy Building|
Significant Legacy Building StepsJessica Patterson2024-01-09T13:17:54-05:00January 14th, 2019|Legacy Building|
