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20 Mar

RETIREMENT AND ESTATE PLANNING UPDATES

A new year brings fresh opportunities to strengthen your retirement and estate plans. With updated contribution limits and evolving planning strategies, now is the time to review your accounts and ensure you’re maximizing every available advantage. Here’s what to keep on your radar for 2026:...

08:00 / Buildings / Inheritance / Insurance / Legal / Retirement / Taxes
15 Apr

SHIELD YOUR LIFE INSURANCE FROM FEDERAL ESTATE TAX

Individuals who have a life insurance policy probably want to ensure that the benefits their families will receive after their deaths aren’t included in their estates. That way, the benefits won’t be subject to the federal estate tax. This article discusses the ins and outs...

06:00 / Inheritance / Legal / Taxes
Recent Posts
  • INFLATION & INTEREST RATES: FINANCIAL STRATEGIES FOR BUSINESSES
  • BUSINESS SUCCESSION PLANNING: EXIT STRATEGIES TO MAXIMIZE VALUE
  • TECHNOLOGY AND ACCOUNTING TOOLS FOR BUSINESSES
  • FINANCIAL PLANNING TIPS FOR INDIVIDUALS AND FAMILIES
  • RETIREMENT AND ESTATE PLANNING UPDATES
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Gates, Kirby & Company, P.C.
300 Boardwalk Drive, Building 5B
Fort Collins, Colorado 80525

Phone: 970.226.1704
Fax: 970.797.1453

CO. LIC. #6698

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