EstateInspirePersonal Financial PlanningTrust Preparing for the Loss of a SpouseYou can never truly be prepared for when a spouse or partner passes away. There…The ARGI TeamFebruary 25, 2021
AdvisorEstateIlluminateInspireTrust What legacy are you leaving?Merriam-Webster provides two definitions of the word “legacy”: A gift by will, especially of…The ARGI TeamFebruary 11, 2021
AdvisorEstateIlluminateInspireTrust When to Consider a TrustIn it's simplest terms, a trust is established to provide legal protection for assets, and…The ARGI TeamDecember 22, 2020
BusinessEstateTax Tax & Estate Strategies Update for Married LGBTQ+ CouplesThe 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married…argifinancialadminNovember 3, 2020
AdvisorBOFPEstateTaxTrust Estate Tax Exemptions & Low Interest Rateshttp://animoto.com/play/RsUyvGDpHoCbyNWl071kMg Have you revisited your estate plan recently? Our current environment of low interest rates…argifinancialadminOctober 15, 2020
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