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Tag: Estate Planning

Dan Peare Offers Estate Planning Insights

Jun 12, 2009 - News by

Friday, June 12, 2009 Even in difficult economic times, Dan Peare is focused on the responsibility of looking after the financial well-being of his clients. Recent economic events have caused many people to reevaluate their investment portfolios in the interest of preserving their assets. Dan provides his clients with strategies […]

Estate Planning with highly appreciated stock

May 28, 1998 - News by

Thursday, May 28, 1998 Wichita Business Journal – by Dan C. Peare The 1990s have seen one of the largest — and longest — bull market rallies of all time. As a result, there are more individuals whose estates consist of large amounts of highly appreciated securities. Because of existing […]

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