by dobbslg | Jan 31, 2023 | Blog
I am pleased to have been interviewed for an article published this week in the Farm Journal Ag Web website about the importance of “electing portability” by a surviving farm spouse, which potentially may shelter nearly $13 million of assets from federal estate taxes...
by dobbslg | Jan 24, 2023 | America's Top Producer Conference, Blog
Join Me at the Top Producer Seminar in Nashville from January 23-25, 2023, Where I Will Be Speaking about Why Prenups Should be Destigmatized and Included in Standard Planning, Gift and Estate Tax Matters, How Portability Impacts Succession Planning, and (as Part of a...
