Join us for our 2021SHRED DAYSaturday June 19, 20218:30 to 11:30 a.m. This complimentary service gives you the opportunity to securely dispose of/recycle those old documents, bills, statements, and removed hard drives you no longer need. WHERE:Please enter our building’s parking garage on Clodus Fields Dr., which intersects Merit Dr. southeast of the main building […]

A special presentation:How Legislative Tax Changes Could Affect Your Estate Planning with:Christine WakemanWealth Preservation Practice Group ACTEC Fellow, Winstead PC Invite your family, friends, and co-workers as Ms. Wakeman discusses tax changes and estate planning, and takes your questions including: How should I protect my $11.7 million gift/estate tax exemption ($23.4million for married filing jointly) […]

Could you be paying too much, or covering too little, under your Homeowners, Auto or Liability Insurance? Have you reviewed your coverage lately to make sure it has kept up with changes in your life? Have you had any unpleasant surprises when filing a claim? Tony Boyd, CIC, AFIS, Sr. Vice President, Private Client Practice […]