JENNIFER L. KING IACCP® Mar 25 2021 InsightsWebinar
In our last webinar, Primer on Alternative Investments, our special guests covered the potential rewards, risks, and considerations for an overall investment portfolio when investing in precious metals, venture capital, real estate, and cryptocurrency. Our audience...
JENNIFER L. KING IACCP® Mar 15 2021 Insights
While most families currently don’t have to worry about facing estate taxes upon death, those who were subject to the tax in 2020 paid an estimated $16 billion in estate taxes. If you’re fortunate enough to have an estate that might be subject to the estate tax, there...
JENNIFER L. KING IACCP® Mar 3 2021 Insights
What is Probate? Probate is the court-supervised process of authenticating a last will and testament. It includes locating and determining the value of the person’s assets, paying their final bills and taxes, and distributing the remainder of the estate to their...
JENNIFER L. KING IACCP® Feb 8 2021 Insights
Have you ever thought about who you plan to leave money, assets, or other belongings to after you pass away? Who would you like to make financial or healthcare decisions on your behalf should you become seriously ill or incapacitated? Establishing an estate plan...
JENNIFER L. KING IACCP® Jan 8 2021 InsightsWebinar
The team from Chase Investment Counsel provided a fourth quarter 2020 market and strategy update and a brief look ahead to 2021. We also welcomed Paula Newcomb and Phil Garland from Expedition Trust Company to provide some thoughts about demystifying trusts and estate...
JENNIFER L. KING IACCP® Dec 4 2020 Insights
Pulling together this conference for clients, shareholders, and friends is something we look forward to every year. In addition to the opportunity to share our story, it is a chance to present information related to the economy and the stock market which may be of...
