by Alyssa Trudeau | Mar 1, 2019 | Concerns for Clients, Uncategorized
We recently became aware of a new solicitation being directed at Oregon business owners we felt you should be aware of. We received a fairly official looking notice from a company called “Workplace Compliance Services” informing us that we needed to file an annual...
by Alyssa Trudeau | Aug 24, 2018 | Concerns for Clients, Estate Planning, Probate & Estate Administration
It appears that Aretha Franklin was among the 58% of US adults who do not have an estate plan. Her estate, estimated to be worth $80 million, will now go through the lengthy and expensive, not to mention quite public, legal process known as probate. While we don’t...
by Alyssa Trudeau | Dec 18, 2017 | Changes in the Law, Concerns for Clients
Click here for information provided to us by Robert S. Keebler and WealthCounsel, LLC regarding the Tax Cuts and Jobs Act bill.
