Trevor N. Coe, Certified Financial Planner

Trevor N. Coe, Certified Financial Planner We are located at:
105 Robins Way, Ste 205
Russellville, KY 42276 Neither Kestra IS nor Kestra AS are affiliated with Levine Group, LLC.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC and/or investment advisory services through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with reside

nts of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-553-7872. www.finra.org
www.sipc.org

Investor Disclosures

https://www.kestrafinancial.com/disclosures

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property...
09/04/2026

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property.

Intellectual property ownership and its implications for ordinary people and estates.

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or le...
09/03/2026

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or legislative changes are all good reasons to revisit whether your current approach still matches your goals.

Review your legacy approach regularly, particularly following significant life events or legislative updates.

New legislation brings significant changes to tax brackets, deductions, and credits — some permanent, some temporary. Fr...
09/02/2026

New legislation brings significant changes to tax brackets, deductions, and credits — some permanent, some temporary. From tips and overtime to child credits and estate exemptions, here's what you need to know about the One Big Beautiful Bill Act.

The One Big Beautiful Bill is now law. Here's a clear breakdown of what changed, what's temporary, and what it means for you.

Looking for the latest tax bracket changes? Use this handy reference guide to save time.
09/01/2026

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.
08/31/2026

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

Learn more about whether you need to pay estimated taxes.
08/28/2026

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Property taxes too high? Here are ways to potentially lower your assessment.
08/27/2026

Property taxes too high? Here are ways to potentially lower your assessment.

For homeowners who think their property taxes are too high, there are ways to appeal.

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m ...
08/26/2026

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

The examples of famous celebrities underline the need for a clear estate strategy.

These 6 things might make your next return a prime target for an IRS audit.
08/25/2026

These 6 things might make your next return a prime target for an IRS audit.

Here are six flags that may make your tax return prime for an IRS audit.

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.
08/24/2026

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.

Important items to consider when purchasing condo insurance.

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Brentwood, TN

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+12707269561

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