Audrey Johnson, CFP®

Generational Wealth Planning, Estate

What Is a Generation-Skipping Trust?

A Generation-Skipping Trust (GST) is a powerful estate planning tool for preserving generational...
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Tax, Estate

When a Lovely Sunset Turns Out to be…A Big Tax Bill

Why it Matters. Would you agree nearly everyone loves a beautiful sunset – AND – does not want to...
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Financial Awareness

Financial Wellness Check-Up

It’s time for a check-up! Don’t worry, this is not an article reminding you to have your annual...
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