by dobbslg | Jan 31, 2023 | Blog
I am pleased to have been interviewed for an article published this week in the Farm Journal Ag Web website about the importance of “electing portability” by a surviving farm spouse, which potentially may shelter nearly $13 million of assets from federal estate taxes...
by dobbslg | Jan 24, 2023 | America's Top Producer Conference, Blog
Join Me at the Top Producer Seminar in Nashville from January 23-25, 2023, Where I Will Be Speaking about Why Prenups Should be Destigmatized and Included in Standard Planning, Gift and Estate Tax Matters, How Portability Impacts Succession Planning, and (as Part of a...
by dobbslg | Jan 11, 2023 | Blog
When Polly Dobbs founded this firm in 2015, Matt Folz was finishing law school and responded to a job posting for an estate planning attorney position in Peru, Indiana. Since then, Matt has learned the intricacies of gift, estate, and income tax laws, how to help...
