Hannah Kotsko, Registered Representative

03/31/2025

When there’s an opportunity to expand your business through a merger or acquisition, you need to be ready. I can help position your business for success with access to flexible business financing solutions designed to fuel your growth.

03/10/2025

The current high estate tax exemption limits are due to expire at the end of 2025. Let’s discuss your situation to ensure you’ve got a plan in place to help preserve your family’s wealth.

11/18/2024

A recent Supreme Court ruling has changed how life insurance proceeds could impact the value of your business for estate tax purposes. Let’s discuss what this could mean for you and your business.

The tax treatment of life insurance proceeds in buy-sell agreements is changing, thanks to the Supreme Court.

10/28/2024

Investing isn’t just about the proper allocation to stocks, bonds, and cash. It’s also about careful estate and wealth transition planning. Let’s discuss your plans to help ensure they meet your family’s needs.

An estate plan can protect your assets, interests and beneficiaries, provided you avoid costly mistakes pertaining to your trust, will, ownership and more.

09/30/2024

If someone in your life has special needs, a trust can help create a lifetime of financial security for them. Learn how.

A special needs trust can help families provide lifelong financial security for a loved one living with a disability.

08/26/2024

Creating a personal financial strategy is, well, personal. Let’s talk about four smart strategies you may want to consider.

08/12/2024

Let’s set a strategy to help ensure the financial security they need and deserve.

A special needs trust can help families provide lifelong financial security for a loved one living with a disability.

07/08/2024

For business owners, it’s critical to save for retirement while accounting for financial challenges that may come up along the way. Let’s make a plan that covers all your bases.

04/08/2024

LGBTQ+ families often encounter situations that call for extra planning. Let’s talk about how tools like an estate plan can help protect the ones you love.