Search results for: family legacy
The Great Estate & Gift Tax Showdown of 2026
1. Background Current Law (2025): As of 2025, the U.S. federal estate tax imposes a 40% tax on the value of estates and lifetime gifts exceeding a unified lifetime exemption of about $13.99 million per individual (double for a married couple using “portability”)[1]. This exemption – also applicable to the generation-skipping transfer (GST) tax –…
Read MoreHappy Holidays 2024 and Welcome 2025!
Happy Holidays 2024 and welcome 2025! As the holiday season comes to an end and we embark on 2025, on behalf of Alan Olsen, we at GROCO, Legacy Builders, and the American Dreams show want to take a moment to express our heartfelt gratitude to you—our valued friends, clients, partners, and subscribers. This time of…
Read MoreRestoring Quality of Life Through Joint Replacements | Alexander Sah
Transcript of Alexander Sah interview for the American Dreams Show, “Restoring Quality of Life Through Joint Replacements”: Alan Olsen: So just for the listeners, I’ve had personal experience with you. You’re my surgeon who helped you do a partial knee replacement. And thank you very much. But for the listeners here, can you give us…
Read MoreWhat is GROCO?
We are often asked; “What is GROCO and what does GROCO do for its clients?”. This article will attempt to briefly answer those two questions. GROCO’s Start GROCO, also known as GROCO.com or Greenstein, Rogoff, Olsen & Co., LLP, is a family office tax and advisory firm founded in 1964 by Morey Greenstein, CPA. Since…
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Family Office • Since 1964 Strategic Wealth Planning for a Lasting Legacy We provide expert family office services tailored to preserve and grow your wealth across generations. Personalized strategies in financial management and tax planning give you peace of mind for the future. Let Us Help Explore Services Unified Expertise, Tailored Solutions. Your Family’s Complete…
Read MoreRedefining Wealth With Purpose
How Brad Connors Is Redefining Wealth With Purpose From Tragedy to Triumph When Brad Connors speaks about financial purpose, he’s not reciting a corporate mantra—he’s reliving a lifetime of lessons. At just two years old, Connors lost his father in a car accident that also left him hospitalized with a collapsed lung. That tragedy, coupled…
Read MoreMarc Henn on Building True Wealth: Beyond Portfolios and Toward Purpose
When Marc Henn launched Harvest Financial Advisors nearly two decades ago, he wasn’t trying to reinvent the financial-services wheel. He was trying to realign it. After more than 35 years in the industry, Henn had seen what he calls the “black marks” of the profession—transactional mindsets, one-off sales, and the steady erosion of authentic client…
Read MoreBeyond the Exit: Alex Bean on Why True ROI Means Return on Impact
Beyond the Exit: Why Divvy’s Alex Bean Believes True ROI Means Return on Impact For most entrepreneurs, selling a billion-dollar company would be the final chapter—the ultimate validation of long nights and relentless ambition. For Alex Bean, co-founder of Divvy, that milestone became only the beginning of a deeper journey. In 2016, Bean and longtime friend Blake Murray launched…
Read MoreTurning Ordinary Lives into Living Legacies
“There was a measurable connection between how well they knew their family stories and how successful they were.” — Kasia Flanagan, founder of Everyday Legacies When historian‑turned‑biographer Kasia Flanagan examined the lives of mixed‑race German‑Samoan descendants for her PhD, she expected to chart migration patterns and cultural shifts. What she didn’t expect was the data point that changed her career:…
Read MoreRoy Moëd on Turning Memories Into Masterpieces
“There are two dates: you’re born and you die — but it’s the dash in between that tells your story.”– Roy Moëd In an age of scrolling feeds and vanishing digital memories, Roy Moëd is championing something different — something timeless. Through his company LifeBook Memoirs, he’s helping individuals turn their life stories into beautifully…
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