Every quarter, our Certified Financial Planners provide insightful information about the financial industry to keep you informed:


What’s in the Legacy Press:


  • Post-Death Planning: Have you ever wondered what happens to your unpaid bills after you die? You might be surprised to know that it depends on what kind of debt is still outstanding.
  • Year-End Charitable Giving Tips: Due to deadlines imposed by various custodians and brokerage firms, it’s important to make charitable-giving decisions quickly and to implement them as soon as possible.
  • Qualified Opportunity Zones: We have recently received a number of questions regarding Opportunity Zone investments.  Very little has been discussed about them until this year, mainly due to the time necessary for local, state, and federal government agencies to identify the Qualified Opportunity Zones.  Jason Eliason discusses key income tax advantages of investing in Quality Opportunity Funds.


Legacy Press Fall Newsletter



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