Kathleen Brogan

Meet The Team   We’re Fun, Social & Business Savvy. Kathleen Brogan Vice President of Insurance Services, Exemplar Companies, PBC WHAT I LOVE ABOUT EXEMPLAR   I support the Managing Director of Insurance Services developing and maintain brokerage lines of...

Lisa Seim

Meet The Team   We’re Fun, Social & Business Savvy. Lisa Seim Capital Markets Advisor,Exemplar Consulting, LLC WHAT I LOVE ABOUT EXEMPLAR   Collaboration is key! Connecting the dots with a firm that runs their business using “out of the box thinking....
Estate Planning: Potential Estate Tax Changes In 2021

Estate Planning: Potential Estate Tax Changes In 2021

Estate Planning: Potential Estate Tax Changes In 2021 Here’s What You Need to Know Estate planning has become a very hot topic lately, but most people think estate planning is for the uber wealthy. However, the  estate tax benefits may revert back to lower levels...