Evergreen Wealth Solutions: Plan. Grow. Prosper.

Document Library

Document Name Date Added
2020, 2021 Charitable Giving Update
Client_CharitableGiving updated 2021.docx (21K)
2020-12-31
2021 Medicare Rates
2021 Medicare Rates.pdf (136K)
2020-11-19
Estate Planning Tools
Estate Planning Tools.pdf (282K)
2020-11-09
A B Trust
A B Trust.pdf (196K)
2020-11-09
Heckerling Musings 2020 and Estate Planning Current Developments
issue34d Heckerling.pdf (2043K)
2020-08-19
Professional Collaboration - NAEPC Journal of Estate & Tax Planning
High Performace Teaming and Professional Collaboration.pdf (1366K)
2024-01-11
Methods to Fund Buy-Sell Agreements
Methods to Fund Buy-Sell Agreements NAEPC SFSP.pdf (310K)
2021-04-27
New Stimulus Bill Benefits
Client_UnemploymentBenefits_New Stimulus Bill (1).docx (27K)
2020-12-31
Working While Receiving Social Security
Working While Receiving Social Security.pdf (986K)
2020-11-19
Preserve Estate
Preserve Estate.pdf (197K)
2020-11-09
Distribution of Estate Info
Distribution of Estate.pdf (197K)
2020-11-05
Capturing the Value of your Business
March 12 2024 Invite.pdf (1235K)
2024-02-28
High Performance Teaming Presentation 1/9/2024
NAEPC Collaboration with outline.pdf (3270K)
2024-01-11